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Private Client Specialist Jobs (NOW HIRING)

Baird Capital

Client Specialist

Lexington, KY · On-site

Client Specialist at Baird As a Client Specialist at Baird, you'll play a pivotal role in ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Baird Capital

Client Specialist

Grass Valley, CA · On-site

$24.36 - $36.67/hr

Client Specialist Role at Baird As a Client Specialist at Baird, you'll play a pivotal role in ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...

Td

Private Client Specialist I - Marlton, NJ

Marlton, NJ · On-site

$25.75 - $41.50/hr

TD Wealth The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking ...

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How much do private client specialist jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for private client specialist in the United States is $20.94, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $23.32 per hour, depending on experience, location, and employer.

What is a private client specialist?

A Private Client Specialist is a financial professional who provides personalized banking, investment, and wealth management services to high-net-worth individuals. Their responsibilities often include managing client portfolios, offering tailored financial advice, assisting with complex transactions, and ensuring a high level of customer service. Private Client Specialists work closely with clients to understand their unique financial goals and needs, helping them to grow, protect, and transfer their wealth efficiently. They typically work for banks, investment firms, or wealth management companies and must maintain confidentiality and trust with their clients.

What are the key skills and qualifications needed to thrive as a private client specialist?

To excel as a Private Client Specialist, you typically need expertise in financial services, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 7 or CFP is highly valuable. Exceptional interpersonal skills, discretion, and problem-solving abilities help you build trust and deliver tailored solutions to high-net-worth clients. These skills and qualifications are vital for providing personalized service, maintaining client satisfaction, and ensuring regulatory compliance in a competitive financial environment.

How does a private client specialist typically collaborate with other departments to address clients' complex financial needs?

A Private Client Specialist often works closely with relationship managers, investment advisors, and trust officers to deliver comprehensive solutions for high-net-worth clients. This collaboration ensures that clients receive coordinated advice on investments, tax planning, estate strategies, and banking services. Effective communication and teamwork are crucial, as specialists may regularly participate in joint client meetings or strategy sessions to align on goals and deliver a seamless client experience.

What is the difference between Private Client Specialist vs Wealth Advisor?

AspectPrivate Client SpecialistWealth Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or Series 7/66 licenses common
Work EnvironmentBanking or private banking settings, client meetings, portfolio managementFinancial planning firms, investment advisory firms, client consultations
Employer & IndustryPrivate banks, wealth management divisionsIndependent firms, banks, financial advisory firms
Search & Comparison IntentUnderstanding roles in private banking, client service, portfolio supportFinancial planning, investment advice, comprehensive wealth management

The main difference is that a Private Client Specialist primarily focuses on providing personalized banking and investment services within private banking environments, often supporting portfolio management and client service. A Wealth Advisor offers broader financial planning and investment advice, typically managing comprehensive wealth strategies for clients. Both roles require similar certifications and work in related settings, but their scope and focus differ slightly.

What cities are hiring for Private Client Specialist jobs?

Cities with the most Private Client Specialist job openings:

What states have the most Private Client Specialist jobs?

States with the most job openings for Private Client Specialist jobs include:

What are popular job titles related to Private Client Specialist jobs?

For Private Client Specialist jobs, the most frequently searched job titles are:

Private Client Specialist jobs near you
Infographic showing various Private Client Specialist job openings in the United States as of September 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 3% Hybrid, and 27% Remote job distribution, with an average salary of $43,556 per year, or $20.9 per hour.

Client Specialist - Employee Health & Benefits

Chesterfield, MO • On-site

Marsh LLC
See more jobs at Marsh LLCexternal

Other

Medical, Retirement

Posted 7 days ago

Job description

Client Specialist – Employee Health & Benefits

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Specialist at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

As our Client Specialist on the Employee Health & Benefits team, you’ll support the Client Management team with timely and accurate handling of client accounts, and provide ongoing administrative, marketing and client service support to ensure client needs and expectations are met.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

  • High School diploma or general education degree
  • 1-3 years’ experience in employee benefits or insurance related company;
  • 1-3 years’ experience in customer service.

These additional qualifications are a plus, but not required to apply:

  • Some college or higher education preferred
  • Missouri Life & Health license (required within 90 days of hire; company paid)

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

  • Instagram
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  • LinkedIn

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMAUMW

#LI-Hybrid

#MMAEHB

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