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Private Client Associate Jobs in Reston, VA (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Chevy Chase Trust is a privately owned investment think tank offering independent and highly ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

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Private Client Associate information

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.

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.
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Private Client Associate jobs near you
Client Services Associate - Wealth Management (First Clearing / WF)

Client Services Associate - Wealth Management (First Clearing / WF)

Simplex

Fairfax, VA • On-site, Remote

$75K - $90K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

This role is 100% remote and but we have a preference for someone in EST or CST since you will be supporting a team based in Virginia.
Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs.
They have a fun, open environment and are looking for someone who wants to be a part of their long term success.
Responsibilities:
  • New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication.
  • Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors.
  • Analyzing reports to determine the appropriate action to be taken on behalf of client accounts.
  • Preparing and processing client documentation.
  • Assisting in reconciling performance reports.
  • Executing cashiering, money movement, and ACH requests.

Requirements:
  • Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services or Fidelity
  • Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
  • Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
  • Fun, energetic personality.
  • Strong Customer / Client services orientation.
  • Must have strong organizational and prioritization skills.
  • Ability to work independently to research and resolve client issues.
  • Licenses like 7, 11, 65 or 66 licenses are nice to have but not required.

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