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Private Client Associate Jobs in Springfield, MA

Aon

Middle Office Associate

Windsor, CT · On-site

$94K - $111K/yr

Middle Office Associate Fiducient Advisors (a Wealthspire company) opened its doors on May 1, 1995 ... Private Equity, Hedge Fund, and other Alternative Investments. * Manage client money movements and ...

NFP Corp

Middle Office Associate

Windsor, CT · Hybrid

$94K - $111K/yr

Associates collaborate with internal teams and custodians to ensure compliance, resolve client ... Private Equity, Hedge Fund, and other Alternative Investments. * Manage client money movements and ...

NFP Corp

Middle Office Associate

Windsor, CT · On-site

$94K - $111K/yr

Associates collaborate with internal teams and custodians to ensure compliance, resolve client ... Private Equity, Hedge Fund, and other Alternative Investments. * Manage client money movements and ...

SS&C Technologies

Associate Manager

Windsor, CT · On-site

$137K/yr

Participate in client due diligence meetings and present on investor services capabilities ... Strong understanding of various investment vehicles (e.g., private equity, hedge funds, mutual ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Springfield, MA

Private Client Associate information

See Springfield, MA salary details

$29.4K

$52.8K

$96.2K

How much do private client associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for private client associate in Springfield, MA is $52,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,470.00 and $66,862.00 per year, depending on experience, location, and employer.

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.
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What cities near Springfield, MA are hiring for Private Client Associate jobs? Cities near Springfield, MA with the most Private Client Associate job openings:
Private Client Associate jobs near you

Private Client Associate - Falmouth, MA

janney

Montgomery, MA • On-site, Remote

$55K - $70K/yr

Other

Medical, Dental, Life, Retirement, PTO

Posted 8 hours ago

Job description

As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns.  You may be asked to perform operational responsibilities as well.

Working from alternate local office locations may be required on an occasional basis.

What you are good at

  • Customer Service – Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships – Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.

What you have
Requirements:

  • High School diploma
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k).  The salary range for this position will be $55,000 to $70,000.  Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.

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