Assurance Senior Associate
Raleigh, NC · On-site
... 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 ...
Assurance Senior Associate
Raleigh, NC · On-site
... 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 ...
Private Equity Supervisor
Raleigh, NC · On-site +1
Additional client-specific training will be provided by the Private Equity Manager and or Director. Role Responsibilities The below list is not finite and may be added to. The combination of tasks ...
Private Equity Supervisor
Raleigh, NC · On-site +1
Additional client-specific training will be provided by the Private Equity Manager and or Director. Role Responsibilities The below list is not finite and may be added to. The combination of tasks ...
Private Equity Manager
Raleigh, NC · Hybrid
A Private Equity Manager will be required to manage the closed end fund accounting process within ... They will assist in the development of client relationships and will require a detailed ...
Private Equity Manager
Raleigh, NC · Hybrid
A Private Equity Manager will be required to manage the closed end fund accounting process within ... They will assist in the development of client relationships and will require a detailed ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific ... private, and distraction-free environment in which to complete your work, and * be able to give ...
Client Service Associate 1
Raleigh, NC · On-site
$14 - $19.50/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific ... private, and distraction-free environment in which to complete your work, and * be able to give ...
Private Partnership Solutions (PPS) - Tax Senior Associate
Raleigh, NC · On-site
$77K - $214K/yr
... Associate & Summary A career within PwC Private will provide the opportunity to help private ... You are expected to focus on building client relationships and developing a deeper understanding of ...
Private Partnership Solutions (PPS) - Tax Senior Associate
Raleigh, NC · On-site
$77K - $214K/yr
... Associate & Summary A career within PwC Private will provide the opportunity to help private ... You are expected to focus on building client relationships and developing a deeper understanding of ...
Relationship Banker- Float
Durham, NC · On-site
$16.75 - $22/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker- Float
Durham, NC · On-site
$16.75 - $22/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
$16.25 - $21.50/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
$16.25 - $21.50/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Durham, NC · On-site
$16.75 - $22/hr
... private client, and business banking. • Proactive Client Outreach: Conduct regular calls to ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Raleigh, NC · On-site
$16.25 - $21.50/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Relationship Banker
Raleigh, NC · On-site
$16.25 - $21.50/hr
... mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct ... Support a high-performing culture by coaching associates on sales, referrals, products and services ...
Client Regulatory Sr. Associate
Raleigh, NC · On-site +1
$80K - $90K/yr
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... The role will also include certain aspects of management reporting, client interactions, regulatory ...
Client Regulatory Sr. Associate
Raleigh, NC · On-site +1
$80K - $90K/yr
... private equity, private credit, endowments, hedge funds and more - to deliver seamless, tech ... The role will also include certain aspects of management reporting, client interactions, regulatory ...
... of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds ... This is a client-facing role where you will perform, alongside the client, daily cash ...
... of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds ... This is a client-facing role where you will perform, alongside the client, daily cash ...
... Private Client, and Specialty. * Lead Regional Bank commercial portfolio management to optimize ... clients, communities and associates unlock their full potential with capital and counsel.
... Private Client, and Specialty. * Lead Regional Bank commercial portfolio management to optimize ... clients, communities and associates unlock their full potential with capital and counsel.
The Private Equity Content Specialist will collaborate with attorneys and colleagues across the ... Collaborate with partners, associates, and business development team members to develop client ...
The Private Equity Content Specialist will collaborate with attorneys and colleagues across the ... Collaborate with partners, associates, and business development team members to develop client ...
Tax Senior Manager
Raleigh, NC · On-site
... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Raleigh, NC · On-site
... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Raleigh, NC · On-site
... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
Tax Senior Manager
Raleigh, NC · On-site
... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...
... of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds ... Treasury Associate for accuracy and completeness • Prepare and review wire templates and wire ...
... of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds ... Treasury Associate for accuracy and completeness • Prepare and review wire templates and wire ...
We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren ...
We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren ...
We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren ...
We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren ...
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.
What are popular job titles related to Private Client Associate jobs in Raleigh, NC? For Private Client Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Raleigh, NC look for? The top searched job categories for Private Client Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Private Client Associate jobs? Cities near Raleigh, NC with the most Private Client Associate job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 15 days ago
Key responsibilities
Perform and supervise complex assurance projects, including audits, reviews, and compilations.
Train, supervise, and delegate work to associates and interns to foster efficiency and team growth.
Review workpapers prepared by associates and interns, provide feedback, and ensure conclusions are appropriate.
Job description
Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
Position Summary:
Your Impact (Essential Duties):
Your Background:
Sorren is an equal opportunity employer
Why Choose Us?
At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.
What We Offer*:
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
© 2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.
At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.
We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.
Position Summary:
Your Impact (Essential Duties):
- Perform and supervise larger, more complex assurance projects, including audits, reviews, and compilations
- Address complex accounting issues such as consolidations, deferred tax calculations, and going concern assessments
- Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures
- Train, supervise, and delegate work to associates and interns to foster efficiency and team growth
- Review workpapers prepared by associates/interns, provide constructive feedback, and ensure conclusions are appropriate
- Customize audit strategies based on identified risks and ensure audit issues are addressed during planning and performance
- Analyze financial statements and disclosures for errors or omissions
- Prepare client correspondence, perform internal control walkthroughs, and handle client inquiries
- Contribute to engagement budgets and monitor performance against budgets
- Communicate effectively with team members and clients to address audit-related issues and project statuses
- Participate in department-wide training and independent learning to maintain and expand technical knowledge
- Demonstrate strong time management skills to meet deadlines and prioritize multiple engagements
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
- 3-5 years of experience in assurance-related work
- CPA license or eligible
- Bachelor's degree in accounting or a related field
- Comprehensive understanding of audit standards, procedures, and financial reporting frameworks
- Proficiency in audit-related software and tools
- Strong leadership and interpersonal skills to supervise and mentor team members
- Excellent communication skills for client and team interactions
- Exceptional organizational skills and ability to manage multiple engagements effectively
- High attention to detail and accuracy in financial analysis and reporting
- Analytical thinking to address complex accounting and assurance challenges
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Sorren is an equal opportunity employer
Why Choose Us?
At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.
What We Offer*:
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 - January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
© 2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.