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Private Client Associate Jobs in Warren, OH (NOW HIRING)

Rootstown Veterinary Hospital

Veterinarian DVM

Ravenna, OH · On-site

$70K - $100K/yr

... privately owned small animal clinic expanding our team and looking for a part-time Associate ... Passion for animal welfare and client education. Compensation & Benefits Compensation: $70,000-$100 ...

Equitas Health

Benefits Navigator

Youngstown, OH · On-site

$17.79 - $22.21/hr

Advocate on behalf of the client with government offices as necessary, and identify matters that ... Associate degree with a minimum of one year of relevant experience, or * Completed coursework ...

Equitas Health, Inc.

Benefits Navigator

Youngstown, OH

$17.79 - $22.21/hr

Advocate on behalf of the client with government offices as necessary, and identify matters that ... Associate degree with a minimum of one year of relevant experience, or * Completed coursework ...

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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 Warren, OH look for?

The top searched job categories for Private Client Associate jobs in Warren, OH are:

What cities near Warren, OH are hiring for Private Client Associate jobs?

Cities near Warren, OH with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Warren, OH as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Assurance Senior, Private Funds

Cohen & Co.

Youngstown, OH • On-site

$70K - $100K/yr

Full-time

PTO

Re-posted 25 days ago

Job description

As a Senior Accountant in our Private Funds Assurance practice, you'll play a key role in delivering high-quality audit services to financial services clients, including Hedge Funds, Private Funds, and Digital Asset entities. Working closely with engagement Partners and Managers, you will take ownership of key areas of the audit, ensure client expectations are met, and help deliver an exceptional client experience. This role offers hands-on exposure to complex fund structures while building strong technical and leadership skills in a fast-paced environment.

Engagement Execution and Ownership

  • Perform and take full responsibility for assigned sections of audit engagements from planning through completion.

  • Execute audit procedures for financial services clients, including Hedge Funds, Private Funds, and/or Digital Asset entities.

  • Prepare and review workpapers, financial statements, and supporting documentationin accordance withprofessional standards.

  • Understand engagement partner expectations and proactivelymonitordeadlines, milestones, and deliverables.

  • Identifyand communicate accounting or reporting issues ina timelyandsolutions-oriented manner.

Client Service and Communication

  • Communicate effectively and professionally with clients and their teams to deliver the highest level of service.

  • Develop an in-depth understanding of each client's operations, fund structure, and industry landscape.

  • Routinely seek information from clientsregardingbusiness changes, emerging risks, and operational concerns.

  • Build trusted working relationships whilemaintainingprofessionalism and technical credibility.

Collaboration and Team Development

  • Work closely with Partners, Managers, and staff to ensure seamless engagement execution.

  • Support and mentor junior team members by reviewing work and providing guidance.

  • Contribute to a collaborative, high-performing team culture focused on accountability and continuous improvement.

Performance and Project Management

  • Balance multiple engagements and competing deadlines in a fast-paced environment.

  • Maintain strong attention to detail while working under restrictive time constraints.

  • Continuously improve efficiency byleveragingfirm tools, technology, and best practices.

  • Demonstrate an entrepreneurial spirit and commitment to excellence in client service.

Who You Are

Qualifications

  • Bachelor's degree in Accountingor related fieldrequired.

  • 2-4 years of progressive audit experience in public accounting.

  • Experience auditing financialservicesclients, including Hedge Funds, Private Funds, and/orDigital Assets.

  • CPA license or actively working toward CPArequired.

  • Strong understanding of U.S. GAAP and auditing standards.

  • Ability to manage multiple projects and meet deadlines in a fast-paced environment.

  • Excellent communication and organizational skills.


Who We Are

#LifeatCohen


Sure, we like numbers. (But we'll never treat you like one.)


At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by:

  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
  • Offering a comprehensive and competitive Total Rewardspackage, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!
  • Discover our Passion, Purpose & Expertise
  • Learn more about our Firm's culture

Estimated Base Range: Estimated Salary Range: $70,000 - 100,000

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

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