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

Michaels Stores, Inc.

Events Coodinator-3

Waterford, CT · On-site

$16.94 - $19.70/hr

Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...

Michaels Stores

Events Coodinator-3

Waterford, CT · On-site

$16.94 - $19.70/hr

Ensure client satisfaction for scheduled events. * Uphold the company's cleanliness and safety ... Engage customers on benefits of Rewards program and Private Label Credit Cards and complete ...

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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.

ASSISTANT DINING SERVICES DIRECTOR - K12 FOOD SERVICE - LEBANON, CT

Compass Group

Lebanon, CT • On-site

$44K - $46K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Compass Group rating

6.4

Company rating: 6.4 out of 10

Based on 1,087 frontline employees who took The Breakroom Quiz

337th of 481 rated business services

Job description

Salary:  $44000 - $46000

Other Forms of Compensation: Medical, dental & vision insurance, 401K, PTO 

Chartwells K12's goal is to make sure students leave the cafeteria happier and healthier than they came in, by serving food kids love to eat and creating custom dining programs. With more than 16,000 associates in 4,500 schools, ranging from large public institutions to small charter and private schools, Chartwells K12 is built on decades of food, education and operational experience driven by top culinary, nutrition, wellness, and sustainability talent. For more information, visit www.ChartwellsK12.com.

Job Summary

Lenanon Public Schools, serving approximately 950 students across three school buildings and two preschool locations, is seeking a hands-on Assistant Director of Dining Services to support the district's student nutrition program. This position plays a key role in daily operations, including ordering, inventory management, food costing, budgeting, and kitchen staff support for a team of frontline associates. The ideal candidate will bring a solid food service background, culinary knowledge, and a willingness to jump in wherever needed to ensure smooth and efficient operations.

This role offers the opportunity to make a visible impact by helping lead and promote student-focused programs such as Mood Boost, Global Eats, Student Choice, and Discovery Kitchen. The Assistant Director will help create engaging dining experiences for students and staff. If you're a collaborative team player who enjoys working in a fast-paced environment, building relationships, and bringing creativity and energy to school nutrition, we'd love to hear from you.

**This is a 10 month position**

Essential Duties and Responsibilities:

  • Works with the Director and Frontline team in creating nutritious and top quality food.
  • Implements new culinary programs in conjunction with the marketing and culinary teams.
  • Maintains excellent relationships with the client.
  • Manages, trains, and develops associates.
  • Performs other duties as assigned.

Qualifications:

  • 1 to 3 years of food service supervisory or lead experience.
  • Experience in restaurants, hotels, corporate dining, education, military, health care, and/or related food service operations.
  • Strong leadership and communication skills.
  • Financial experience and business acumen skills.
  • Proficient computer skills and knowledge of MS Office products, including Word, Excel, PowerPoint, Outlook, and internet.
  • Associate's degree is preferred, not mandatory.

Apply to Chartwells Schools today!

Chartwells Schools is a member of Compass Group USA

Click here to Learn More about the Compass Story

 

Compass Group is an equal opportunity employer.  At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. 

Chartwells K-12 maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Chartwells K-12 are offered many fantastic benefits.

  • Medical
  • Dental
  • Vision
  • Life Insurance/ AD
  • Disability Insurance
  • Retirement Plan
  • Paid Time Off
  • Holiday Time Off (varies by site/state)
  • Associate Shopping Program
  • Health and Wellness Programs
  • Discount Marketplace
  • Identity Theft Protection
  • Pet Insurance
  • Commuter Benefits
  • Employee Assistance Program
  • Flexible Spending Accounts (FSAs)
  • Paid Parental Leave
  • Personal Leave

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.

https://www.compass-usa.com/wpcontent/uploads/2023/08/2023_WageTransparency_ChartwellsK12.pdf

Certain positions may require Florida Level 2 background screening. Details: https://info.flclearinghouse.com/ 

Req ID:  1539089

Chartwells K12 

CINDY SCHOENFELD

 [[req_classification]] 

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