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Private Client Associate Jobs in Raynham, MA (NOW HIRING)

Rockefeller Financial

Client Associate

Boston, MA · On-site

$45K - $110K/yr

Client Associate A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client ...

Eisneramper Llp

Tax Senior Associate

Boston, MA

$88K - $109K/yr

EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Boston, MA or Burlington, MA offices. We are seeking someone who ...

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Private Client Associate information

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

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.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What cities near Raynham, MA are hiring for Private Client Associate jobs? Cities near Raynham, MA with the most Private Client Associate job openings:
Private Client Associate jobs near you
Senior Registered Client Service Associate (Boston)

Senior Registered Client Service Associate (Boston)

Ashton Thomas Private Wealth

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Senior Registered Client Service Associate

Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives.

We’re seeking a Senior Registered Private Wealth Client Associate to join our growing Boston team. This role is ideal for an experienced, registered professional who takes pride in delivering exceptional client service and supporting Financial Advisors in a high-touch private wealth environment.

What You’ll Do
  • Serve as a primary point of contact for high-net-worth clients
  • Manage complex client service requests with accuracy and follow-through
  • Onboard new client accounts, ensuring complete and compliant documentation
  • Provide trade support at the direction of the Financial Advisor (as applicable and with proper licensing)
  • Maintain accurate client records and support regulatory requirements
  • Proactively educate clients on firm services, digital tools, and cash management solutions
  • Support Financial Advisors with advanced administrative and operational needs
  • Assist with client events and marketing initiatives in coordination with the Marketing team
  • Participate in firm initiatives, training, and ongoing professional development
What We’re Looking For
  • 3+ years of experience in wealth management, RIA, or financial advisory environment
  • Active SIE, Series 7, and Series 65 required
  • Experience working with custodians such as Pershing
  • Strong understanding of client service and RIA operations
  • Exceptional organizational, communication, and client service skills
  • Ability to thrive in a fast-paced, evolving environment
Why Ashton Thomas
  • People‑first, collaborative culture
  • High‑touch private wealth client model
  • Competitive compensation
  • 401(k), health, dental, vision, and PTO

👉 Interested candidates are encouraged to apply

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