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Private Client Associate Jobs in Providence, RI (NOW HIRING)

Citizens

Private Wealth, Client Associate

Johnston, RI · On-site

$35 - $44/hr

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

Microbac

Customer Relationship Associate

Dayville, CT · On-site

$39K - $49K/yr

As a privately held third-party testing company, Microbac operates with a commitment to our ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

Microbac

Customer Relationship Associate

Dayville, CT · On-site

$18 - $20/hr

As a privately held third-party testing company, Microbac operates with a commitment to our ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Morgan Stanley

Business Development Associate

Newport, RI · On-site

$44K - $61K/yr

... client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...

Withum

Gift & Estate Valuation Associate

Providence, RI · On-site

$65K - $90K/yr

... client base that includes closely held businesses, high-net-worth individuals, private equity and ... The Valuation Associate can be based out of any of our U.S. office locations (New York, NY;

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Providence, RI

Private Client Associate information

See Providence, RI salary details

$28.7K

$51.6K

$94.2K

How much do private client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for private client associate in Providence, RI is $51,629.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,681.00 and $65,415.00 per year, depending on experience, location, and employer.

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.

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.
What are popular job titles related to Private Client Associate jobs in Providence, RI? For Private Client Associate jobs in Providence, RI, the most frequently searched job titles are:
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What cities near Providence, RI are hiring for Private Client Associate jobs? Cities near Providence, RI with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Providence, RI 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 $51,629 per year, or $24.8 per hour.

Private Wealth, Client Associate

Citizens

Johnston, RI • On-site

$35 - $44/hr

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Description

The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes developing and maintaining strong relationships with high net worth clients. Lastly, he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Candidates may be required to hold Series 7 & 66 or 63/65
  • Undergraduate degree a plus
  • Foundational knowledge of investment and banking products
  • Detail oriented and customer focused
  • Professional verbal and written communication
  • Prior brokerage or RIA experience

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: Monday - Friday


Pay Transparency

The salary range for this position is $35.00 - $44.00 per hour, plus an opportunity to earn additional discretionary incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

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