ZipRecruiter

Log In

1

Private Client Associate Jobs in Riverview, FL (NOW HIRING)

Talent Cloud Staffing

Be Seen First

Senior Tax Planning CPA

Tampa, FL · On-site

$120K - $180K/yr

Senior Tax Associate / Tax Advisor - HNW / Private Client Tax Planning $120,000- $180,000 | South Tampa, FL | No Tax Prep / Seasonal Filing Our client is a boutique, SEC-registered wealth management ...

Tetra Tech

Engineering Assistant Intern - Tampa

Tampa, FL · On-site

$15.75 - $20.50/hr

Description Ardaman & Associates, Inc. is one of the largest geotechnical engineering and materials ... public and private client associated with industrial, commercial and infrastructure projects.

Tetra Tech

Engineering Assistant Intern - Tampa

Tampa, FL · On-site

$15.75 - $20.50/hr

Ardaman & Associates, Inc. is one of the largest geotechnical engineering and materials testing ... public and private client associated with industrial, commercial and infrastructure projects.

Tetra Tech

Field Technician - Bartow

Bartow, FL · On-site

$16.25 - $22.25/hr

... public and private client associated with industrial, commercial and infrastructure projects ... Associates, Inc. Bartow, Florida office. Responsible for field inspection of heavy earthwork ...

Tetra Tech

Engineering Technician - Bartow

Bartow, FL · On-site

... public and private client associated with industrial, commercial and infrastructure projects ... Associates, Inc. Bartow, Florida office. Responsible for field inspection of heavy earthwork ...

Tetra Tech

Engineering Technician - Bartow

Bartow, FL · On-site

... public and private client associated with industrial, commercial and infrastructure projects ... Associates, Inc. Bartow, Florida office. Responsible for field inspection of heavy earthwork ...

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Riverview, FL

Private Client Associate information

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 skills and qualifications are needed to thrive as a private client associate?

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 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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

What job categories do people searching Private Client Associate jobs in Riverview, FL look for?

The top searched job categories for Private Client Associate jobs in Riverview, FL are:

What cities near Riverview, FL are hiring for Private Client Associate jobs?

Cities near Riverview, FL with the most Private Client Associate job openings:

Private Client Associate jobs near you

Client Service Associate (Tampa, FL)

Oppenheimer

Tampa, FL

Full-time

Re-posted 12 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Calendar management and coordination of meetings, including all logistics
  • Database management
  • Client interaction and service
  • Perform special projects as assigned

Skills/Requirements

  • Bachelors degree required
  • 1-2 years financial services/fixed Income experience required
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)

Apply