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Private Client Associate Jobs in Westerly, RI (NOW HIRING)

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain ...

Washington Trust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Work collaboratively with Wealth Administrators and Associates to ensure client service standards are met * Guide clients through complex financial decisions with clarity and confidence * Maintain ...

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

Retail Merchandiser

Groton, CT · On-site

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

CROSSMARK1

RETAIL MERCHANDISER(2016-40264)

Groton, CT

$13.75 - $17/hr

Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation. Equal Opportunity ... associates and other merchandising companies to effectively meet company and client objectives.

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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.
What cities near Westerly, RI are hiring for Private Client Associate jobs? Cities near Westerly, RI with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Westerly, RI as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Private Client Associate - Mystic, CT

Janney Montgomery Scott

Stonington, CT • On-site

Other

PTO

Re-posted 15 days ago

Job description

Private Client Associate

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.

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.

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
  • Bachelor's degree preferred
  • 3+ years of office experience
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twenty-four 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.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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