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

Oliver Wyman

Client Advisor

Sarasota, FL · On-site

  • Medical

  • Retirement

... and private client insurance solutions to organizations and individuals seeking limitless ... Mentor associates * Problem solving including abstract reasoning * Client claims management

Marsh & McLennan

Client Advisor

Sarasota, FL · On-site

  • Medical

  • Retirement

... and private client insurance solutions to organizations and individuals seeking limitless ... Mentor associates * Problem solving including abstract reasoning * Client claims management

Mercer France

Client Advisor

Sarasota, FL · On-site

  • Medical

  • Retirement

... and private client insurance solutions to organizations and individuals seeking limitless ... Mentor associates * Problem solving including abstract reasoning * Client claims 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.

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Private Client Associate information

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.

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.
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Private Client Associate jobs near you

Client Service Associate (Tampa, FL)

Oppenheimer & Co.

Tampa, FL • On-site

Other

Re-posted 20 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
  • Bachelor's 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)

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