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Private Client Associate Jobs in Raleigh, NC (NOW HIRING)

Marsh LLC

Client Manager Business Insurance

Cary, NC · On-site

... and private client insurance solutions to organizations and individuals seeking limitless ... Associates or Bachelors degree preferred * Working towards CPCU, CIC, ARM, and/or AU designations ...

Sorren, Inc.

Assurance Senior Associate

Raleigh, NC

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Review workpapers prepared by associates/interns, provide constructive feedback, and ensure ...

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Private Client Associate information

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

How does a Private Client Associate typically 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 are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

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.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
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Private Client Associate jobs near you

Senior Client Manager, Personal Lines Insurance

Mercer France

Cary, NC • On-site

Other

Medical, Retirement

Posted 24 days ago

Job description

Senior Client Manager, Personal Lines Insurance

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Senior Client Manager on the Personal Lines team, you'll be responsible for the growth and management of private client accounts by meeting monthly and annual production goals. You will be a mentor to associates on your team and serve as an advisor and consultant to our client. It is essential that you have a good understanding of the marketplace, along with building and maintaining strong relationships with our insurance carrier partners.

Successful candidates will have:

  • Superb customer service skills and ability to work independently.
  • Exceptional time management and organization skills.
  • Self-starter with demonstrated resourcefulness
  • Proficiency with Microsoft Office Suite, with advanced proficiency in Excel.
  • Exceptional Attention to Detail

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • High School Diploma or equivalent required
  • Minimum of 3 years' experience within the insurance industry
  • Demonstrated knowledge of Personal Lines Insurance coverages
  • P&C Insurance License (or ability to obtain within 90 days)
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

These additional qualifications are a plus, but not required to apply:

  • Associates or Bachelor's degree preferred
  • Experience working with EPIC, Sagitta or ImageRight a plus

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Hybrid work schedule – 3 days in office per week
  • Tuition reimbursement and professional development opportunities
  • Charitable contribution match programs
  • Stock purchase opportunities

Apply