Private Client Associate
Verital Advisory Search
I’m closely partnered with a nationally recognized law firm seeking a mid-level to senior associate to join its established Private Client practice in Chicago. The firm has 400+ attorneys across several offices nationwide, offering a sophisticated platform with the resources to handle complex, multidisciplinary matters. Its Private Client team advises high-net-worth individuals, families, business owners, and fiduciaries, including some of the country’s wealthiest families. The practice is nationally recognized, with attorneys ranked by Chambers High Net Worth and Best Lawyers, as well as several fellows of the American College of Trust and Estate Counsel. Responsibilities Sophisticated estate, gift, and income tax planning Estate and trust administration Charitable planning and gifting strategies Family business succession planning Preparation of gift, estate, and fiduciary income tax returns Building and maintaining long‑term client relationships Qualifications Mid‑level to senior associate experience in estate planning Strong drafting, analytical, and communication skills Ability to work independently and collaboratively Interest in client development and long‑term growth #J-18808-Ljbffr
$25 - $44 per hour
...Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring...SuggestedHourly payWork experience placementSeasonal workWork at officeShift workDay shift$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional... ...and administration to join our national Private Client Services Group. The search is...SuggestedFull time- 5 Legal, a Chicago-based international law firm, seeks an associate to join its Private Clients, Trust & Estates practice. Ideal candidates have 3-5 years of experience across wills, trusts, and related areas, including drafting documents, structuring tax-efficient transactions...SuggestedPrivate practice
- UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts,... ...administrative tasks. You will support daily processes and work with a Private Wealth Management team known for long-standing client...Suggested
- An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth...SuggestedPrivate practice
$365k - $420k
Ashurst Perkins Coie is looking for an experienced associate to join their national Private Client Services Group in Chicago. Candidates should have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic...$265k - $380k
Our client is seeking an attorney with at least 10+ years of experience to join its Private Client practice group. The ideal candidate will have significant experience advising... ...including overseeing and mentoring junior associates, reviewing and refining complex estate...Permanent employmentPrivate practiceFlexible hours- ...an ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...Immediate startRemote work
- ...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...Work at office
$87.36k - $131.04k
Job ID: 98755966592Posted: 2026-08-05Location: Chicago, Illinois, United StatesSalary: $87,360.00 - $131,040.00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time- Job Overview A law firm seeks a Private Clients, Trusts & Estates Associate to join their team in Chicago, IL. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated estate planning services and handling...
$55k - $75k
...tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active... ...team Based in our Chicago, IL office, you’ll be part of a Private Wealth Management team known for building long-standing client...Full timeWork at officeFlexible hours$25 per hour
...The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full. Who We Are Arrive Logistics... ...takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package- ...Wealth Management Client Associate Oak Brook, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge... ...of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeDay shift$27.5 - $30 per hour
...Help develop and execute customer success plans tailored to each client's goals and business objectives. Provide regular updates... ...attention to detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating and...Hourly payFor contractorsWork at officeLocal area$23.52 - $34.37 per hour
A leading financial services firm in Chicago seeks a Private Client Investment Associate to support Advisors by managing client relationships and operational processes. The role involves risk management, compliance, and promoting firm services. Candidates must have or obtain...Hourly payFull time$23.52 - $34.37 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate- Chicago, IL role at JPMorganChase . Base pay range $23.52/hr - $34.37/hr Job Description At J.P...Full time$350k
Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide....Private practiceWork at officeFlexible hoursShift work- ...approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals Maintain in-depth knowledge of apparel each...Weekend workAfternoon shift
- ...PII) and investor data, upon hire the individual in this role must undergo and pass a background check, and dually register as an Associated Person of the GigaStar Market funding portal and the GigaStar Securities, LLC broker‑dealer. This registration is required by the...Remote workVisa sponsorshipWork visaFlexible hours
- Go Abacus is seeking a Client Services Associate to join a full-time role that can be hybrid or remote. You will own relationships with 15+ client accounts and lead onboarding for the company’s AI tools. You’ll collaborate across teams to define requirements, ensure production...Remote jobFull time
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift$70k - $80k
Overview We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of-Funds. For new General Partners, we provide consulting services to help accelerate...Full timeWork at office- ...recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
- ...Client Relationship Associate The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service...Work at office
$56k - $84k
Epsilon is seeking an Associate Account Management professional to support digital media campaigns in Chicago. This role involves project... ..., coordinating various cross-functional teams, and ensuring client satisfaction for successful campaign execution. The ideal candidate...Flexible hours- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$50k - $55k
...Job Description Job Description seoClarity is seeking a Client Success Associate (Chicago-Based) to join our growing organization and develop into a trusted partner supporting enterprise-level client relationships, onboarding initiatives, and platform adoption strategies...Casual workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours$22.6 per hour
...has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want As a Client Success Weekend Associate, you’ll be responsible for mastering the fundamentals of operational excellence. You’ll handle daily operations for...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageWeekend work
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