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Private Client Associate Jobs in Phoenix, AZ (NOW HIRING)

CapRock

Client Associate

Scottsdale, AZ · On-site

Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client ... and private investment vehicles and traditional and non-traditional asset classes. * Support ...

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Private Client Associate information

See Phoenix, AZ salary details

$28.2K

$50.6K

$92.4K

How much do private client associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for private client associate in Phoenix, AZ is $50,646.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,001.00 and $64,169.00 per year, depending on experience, location, and employer.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What are popular job titles related to Private Client Associate jobs in Phoenix, AZ?

For Private Client Associate jobs in Phoenix, AZ, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Phoenix, AZ look for?

The top searched job categories for Private Client Associate jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Private Client Associate jobs?

Cities near Phoenix, AZ with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Phoenix, AZ as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $50,646 per year, or $24.3 per hour.

Client Associate

CapRock

Scottsdale, AZ • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Client Associate

Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ

Overview

The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal and external stakeholders to provide seamless operations and exceptional service for Clients. This role is instrumental in maintaining strong client relationships and in the overall success of the Advisor Team

Description
  • Support Advisors by coordinating client and prospect meetings, preparing meeting materials, and attending meetings to provide follow-up on takeaway items.
  • Participate in prospect meetings, actively contributing to presentations and discussions.
  • Lead information gathering and onboarding process of new clients.
  • Complete setup, maintenance, and ongoing reconciliation of client data in investment platforms.
  • Assist Advisors with in-depth analysis and strategy of prospective and current clients' financial statements and portfolio composition.
  • Collaborate with Advisors to complete trade-related tasks, including trade execution, documentation, and post-trade activities.
  • Assist with setup and ongoing maintenance of client information in CRM and other tools used for client management including contact information and other significant client details.
  • Provide clients with monthly balance sheets and quarterly performance reports.
  • Manage cash balances and movement, ensuring accurate and timely transactions to meet client needs.
  • Collaborate with Advisors in preparing monthly commentary and sending it to clients.
  • Assist Client Teams in the review and monitoring of client investments in public and private investment vehicles and traditional and non-traditional asset classes.
  • Support Advisors by assisting them in task management and coordination with the Client Experience team to foster seamless workflow and exceptional service delivery.
  • Assist Advisor with inbound client inquiries promptly and courteously.
  • Assist Advisors in evaluating and developing a strategy for Client Portfolios.
  • Assist Advisors and clients with ad-hoc portfolio, investment, and reporting questions.
  • Answer inbound inquiries related to portfolios, accounts, and transaction details.
  • Perform other duties as assigned.
Skills & Qualifications
  • Bachelor's Degree in Business or Finance focus.
  • Minimum of 2 years of financial industry experience.
  • Confidentiality, discretion, and good professional judgment.
  • Strong time management, organizational, analytical, and problem-solving skills with the ability to provide alternative approaches and solutions and exhibit good judgment.
  • Familiarity with large US custodians (e.g., Schwab, Fidelity) and state-of-the-art reporting and scenario modeling tools a plus. Series 65 (or willingness to obtain) or comparable industry certification
What We Provide
  • Competitive base salary and bonus structure.
  • Contribute the maximum allowed to employee 401(k) plans.
  • Employer paid premium for health/dental/vision benefits for employees and their dependents.
  • Paid parking and phone reimbursement.
  • 10 paid holidays.
  • Flexible Paid Time Off.
  • And more…

Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status.

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