Private Client Services Associate Attorney
$245k - $330kH. T. PROF Group
Private Client Services Associate Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City . This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: JD from a top-tier law school with a strong academic record. New York Bar Admission or the ability to waive in. LL.M. and strong tax background required . 2–4 years of substantive law firm experience in trust and estates law. Demonstrated drafting and estate administration skills , including experience with complex wills and trusts . Proficiency in preparing client presentations , tax calculations and analysis , and administering estates from probate through closing . Detail-oriented with the ability to work independently and manage client contact. Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration. Draft complex wills and trusts tailored to client needs. Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met. Prepare client presentations and conduct tax calculations and analyses. Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. The firm offers a competitive compensation package , with an annual salary range of $245,000–$330,000 , commensurate with experience and market factors. Additional benefits include discretionary bonuses , firm-sponsored incentive programs , and a comprehensive suite of employee benefits . Application Requirements: Interested candidates should submit a cover letter , resume , and a writing sample . Our client is an Equal Opportunity Employer. #J-18808-Ljbffr H. T. PROF Group
$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service. We are seeking an experienced associate with at least five years of... ...administration to join our national Private Client Services Group. The search...Suggested$285k - $365k
Overview Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Responsibilities Strong drafting and estate administration skills required, including experience drafting complex wills and trusts...SuggestedPrivate practiceWork at office$225k - $365k
Position Overview Arnold & Porter is seeking a first to fifth year trusts and estates associate for the Private Client Services Group in New York. The firm’s private‑client practice is recognized for handling sophisticated, highly sensitive matters on behalf of clients,...SuggestedWork experience placementPrivate practice$225k - $365k
Arnold & Porter is seeking a trusts and estates associate for our New York office. The role involves providing sophisticated estate planning and tax counsel for individual clients and family offices. Candidates should have a minimum of two to three years of relevant experience...SuggestedWork at office$245k - $330k
...or mental disability, use of a trained service animal, medical condition, atypical hereditary... ..., in order to respond to various bar association surveys, legal publication surveys,... ...for an associate to join its growing Private Client Services Practice Group. Responsibilities...SuggestedContract workPart timeFor contractorsPrivate practiceWork at officeLocal area$34k - $90k
Private Wealth Management Registered Client Service Associate New York, New York, United States of America May 18, 2026 $34K - $90K POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through...Temporary workWork at officeLocal area- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$34.32k - $90k
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full timeTemporary workWork at officeLocal area$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with clients, individuals in this role build...Work at officeLocal area
$31.2k - $90k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area$80k - $95k
...The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives, & build & maintain...Flexible hours$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$28 per hour
...Job Title: Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 per hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment...Hourly payWork experience placement$48k - $65.3k
...The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses...Work experience placement$34.32k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for handling...Full timeRemote work
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
$90k - $110k
...A leading educational institution in New York is seeking an Associate in Client Service for their program. This fast-paced role requires fluency in English and Portuguese and offers a clear career path to management in just 24-30 months. Responsibilities include expert...Remote work$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New...Contract workLocal areaFlexible hours- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...Dormont Manufacturing Co is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors daily. The successful candidate will assist in building client relationships through strong interpersonal skills and client-first mindset...Work at office
$56k - $84k
...Client Services Associate The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients' core website personalization and optimization goals and objectives. This is a hybrid...Contract workTemporary workFreelanceLocal areaFlexible hours$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...Work at officeImmediate startFlexible hours$90k - $110k
...Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly...Work at office$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT...Work at office
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