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
- ...Job Overview A law firm seeks a Private Client Associate with 4-6 years of estate planning experience to join its practice group in Chicago, IL. The ideal candidate will handle sophisticated estate planning matters and demonstrate strong analytical and writing skills....Suggested
- ...If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing...SuggestedWork at office
- ...Job Description Job Description Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 – $400,000+ A highly respected national law firm is seeking a Senior Private Client Associate Attorney to join its Chicago...SuggestedWork at office
- ...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....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ....P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships...SuggestedWork experience placement
- ...Wealth Management Client Associate Oak Brook, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact for clients while supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The role customizes...Hourly paySeasonal workWork from homeShift workDay shift$25 per hour
...Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We're committed...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package- ...Essential Functions Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.... ...presentation and meeting materials with Client Communications Associate Troubleshoot client issues promptly and effectively. Support the...Work experience placementWork at officeFlexible hours
$70k - $76k
...role keep management systems up-to-date with client information educate clients on account... ...specifically designed for them. As a Client Associate, you’ll play an important role as part of a highly collaborative, Private Wealth Management Team, Peter Errett Van Nice...Full timeWork at office$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- ...Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer... ...diversity and inclusion. As an Outbound Client Acquisition Associate within our Wealth Management Department, you'll at the front line...Work at office
$21.75 - $44.5 per hour
...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position... ...to provide audit services to public and private entities while also helping clients...Hourly payContract workWork at officeLocal areaWorldwideShift work- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- ...Job Description Job Description 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...Private practice
- ...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....Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- ...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....Full timeSeasonal workShift workDay shift
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
$18 - $20 per hour
...focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We’re seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors....Full timeWork at office$28.75 - $40 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 payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift$46.9k - $70.2k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find...Work at officeFlexible hours- ...CIBC is seeking a Client Service Associate in Chicago, IL to support our Senior Relationship Management team with day‑to‑day admin for high‑net‑worth accounts, including revocable and irrevocable trusts, IRAs, and foundations. You will prepare materials for client meetings...
- ...exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company questionnaires. Requirements University degree preferred....
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable growth for our partners. We believe in strategic engagement, strong market presence, and long-term value creation. Our...Full time
$26.27 - $28.27 per hour
...Client Service Associate Fixed Income Our client, a large financial services company, is seeking a Client Service Associate Fixed Income for a 12+ month contract assignment in Chicago, IL. Hybrid work arrangement: 3 days onsite / 2 days remote Hours: 8:30 AM 5:30 PM...Contract workRemote work- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- ...We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients...Work at office
- ...Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...Work at office
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
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