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

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

$60K - $80K/yr

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 ...

Aprio

Senior Tax Associate - High Net Worth

Rockville, MD · On-site

$86K - $115K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to ... Experience with HNWI or Private Client required. * Experience in individuals, estates, trust, and ...

Aprio

Senior Tax Associate - High Net Worth

Rockville, MD · On-site +1

$86K - $115K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to ... Experience with HNWI or Private Client required. * Experience in individuals, estates, trust, and ...

Aprio

Senior Tax Associate - High Net Worth

Washington, DC · On-site +1

$86K - $115K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to ... Experience with HNWI or Private Client required. * Experience in individuals, estates, trust, and ...

Dechert LLP

Client Development Manager

Washington, DC · On-site

Manage the daily activities of business development plans and initiatives for the firm's private credit practice, working closely with the Associate Director, Client Development and group leadership ...

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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 job categories do people searching Private Client Associate jobs in Reston, VA look for? The top searched job categories for Private Client Associate jobs in Reston, VA are:
What cities near Reston, VA are hiring for Private Client Associate jobs? Cities near Reston, VA with the most Private Client Associate job openings:
Private Client Associate jobs near you
Client Service Associate

Client Service Associate

B.F. Saul Company

Bethesda, MD • On-site

$15.50 - $21.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus.
 
Position Summary
We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.
 
Supervisory Responsibilities This position has no direct supervisory responsibilities.
Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company's EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!
Essential Job Functions of a Client Service Associate:
  • Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
  • Respond promptly to requests and inquiries, resolving issues with a client-first approach
  • Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
  • Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.  
  • Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
  • Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
  • Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
  • Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management  
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
  • Support special projects and complete assignments with minimal supervision and high attention to detail
  • Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.
Required Skills and Abilities of a Client Service Associate:
  • Meticulous attention to detail and a commitment to accuracy in all tasks
  • Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
  • Strong organizational and follow-through skills
  • Excellent verbal and written communication skills
  • High level of professionalism, discretion and integrity
  • Client-centric mindset with a proactive, problem-solving attitude
  • General knowledge of investment products
  • Comfortable with technology and systems; proficiency in Microsoft Office required
  • Demonstrated ability to work independently and collaboratively within a team environment 
 
Required Education / Experience of a Client Service Associate:
  • 1-2 years of experience in client services
  • Bachelor's Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client support roles strongly preferred
Working Conditions / Physical Requirements / Travel:
  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • This position does not require travel.
Core Company Competencies:
  • Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
  • Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
  • Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Teamwork: Working with a common goal and contributing to a team development.
Core Job Competencies:
  • Customer service focus - responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
  • Reliability - Consistently good in quality and performance; ability to be trusted and depended on in one's job
  • Integrity - Upholding generally accepted social and ethical standards in job-related activities and behaviors.
$60,000 - $80,000 a year
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