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Private Client Associate Jobs (NOW HIRING)

janney

$13.50 - $18.75/hr

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 ...

janney

$13.50 - $18.75/hr

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 ...

janney

$13.50 - $18.75/hr

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 ...

janney

$13.75 - $19/hr

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 ...

janney

$13.50 - $18.75/hr

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 ...

janney

$13.75 - $19/hr

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 ...

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Private Client Associate information

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$29K

$52.1K

$95K

How much do private client associate jobs pay per year?

As of Jul 11, 2026, the average yearly pay for private client associate in the United States is $52,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $66,000.00 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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Private Client Associate jobs near you
Registered Private Client Associate - Hackensack, NJ

Registered Private Client Associate - Hackensack, NJ

Janney Montgomery Scott LLC

Hackensack, NJ • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 26 days ago

Job description

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.
The Registered Private Client Associate will provide administrative, client, and marketing support to The Croonquist Group to enhance and grow their business with a strong focus on financial and retirement planning. Roles and responsibilities may vary depending upon the team structure. This individual demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will possess a Series 7, 63 and 65, or 66 licenses.
Responsibilities:
  • Work independently with all home office departments to service the clients' requests.
  • Assist FAs in the ongoing development and maintenance of effective client relationships.
  • Be knowledgeable of products and technology and comply with all rules and regulations of the firm, as well as the various regulatory agencies. Anticipate potential issues and or problems and alert respective FA and/or Branch Management as necessary.
  • Be knowledgeable of all firm technology necessary to provide quick responses to client and FA inquiries and also assist in helping train other Private Client Associates.
  • Compose effective client correspondence in accordance with established policies and procedures.
  • Assist FAs in organizing and implementing productivity based campaigns.
  • Coordinate marketing efforts through the marketing department (e.g., for local advertising).
  • Interface effectively with home office departments and branch associates.
  • Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Ensure continuous telephone coverage.
  • Perform other duties as required that contribute to the overall effectiveness of the branch office and individual FAs. May also perform some operations responsibilities for the entire branch in small branch offices.
  • Work closely with their FA to understand the clients' investments objectives, their financial situation and their tolerance of risk.
  • Keep assigned FAs informed of all pertinent information and activity related to client accounts and transactions, including issues related to client suitability.
  • May accept client orders and complete their requests in clients' accounts on behalf of their FA.

What you have:
  • High School Diploma; Associate's or Bachelor's degree preferred
  • Series 7, 63 and 65, or 66 required; or the licenses must be obtained within 12 months of hire
  • Excellent customer service skills
  • Computer 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

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. We've earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. 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 $50,000 to $75,000Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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