Estate Planning & Private Client Services Associate
BCG Attorney Search
BCG Attorney Search is seeking a Private Client Services Associate in Redwood Shores, California. The ideal candidate will have two to four years of estate planning experience and a passion for family, financial, business, and tax matters. The role involves engaging in gift and estate tax planning, administering estates and trusts, and supporting family succession planning. Exceptional analytical skills and a California attorney bar license are required, along with a Juris Doctor (JD) degree. #J-18808-Ljbffr
- ...Job Overview A law firm seeks a Private Client Services Associate in Redwood Shores. The ideal candidate will have two to four years of estate planning experience and a keen interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax...SuggestedTemporary work
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...(IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals...SuggestedWork at office$100k
...Your Mission Help families protect what matters most. At Summerall Law, you’ll guide clients through estate planning with compassion and clarity, making legal services accessible and meaningful. Why Summerall Law We are one of the Bay Area’s top-reviewed estate...SuggestedFull timeRemote workAfternoon shift- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global... ...The team advises on a wide range of matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate...SuggestedPrivate practiceWork at officeWorldwide3 days per week
- ...Cresset Capital in Menlo Park is seeking an Associate for their Private Wealth Client Services team. This entry-level position is crucial in providing exceptional... ...benefits package including health insurance, a 401(k) plan, and equity in the firm. #J-18808-Ljbffr...Suggested
$105k - $150k
...this challenge by building a call graph of your entire software estate-enabling teams to clearly identify, prioritize, and fix... ...What You Bring to the Table ~5+ years of direct experience planning and executing marketing events, including trade shows, conferences...- ...Client Service Associate Redwood Shores, CA $18$23/hour 1-Year W2 Contract-to-Hire Hybrid Schedule 1 Day Remote per Week Location: Redwood... ...comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical...Contract workWork at officeLocal areaRemote workMonday to Friday1 day per week
$5,855.2 - $7,316.4 per month
...Mobile Health Services Assistant - Spanish Speaking Preferred (Open & Promotional) Print... ...Department Public Health Policy and Planning Division Health Policy and Planning... ...and supporting services to patients and clients. Maintain records of all services...Full timeWork experience placementWork at officeImmediate start$66.39k - $83.01k
...County of San Mateo is looking for customer service-oriented individuals to join our team.... ...appointments, explaining available coverage plans, financial screening, verifying insurance... ...and Accountability Act (HIPAA)/Client Confidentiality Medi-Cal/Medicare...Hourly payPermanent employmentFull timeTemporary workPart timeWork experience placementWork at officeImmediate startShift workNight shiftRotating shiftWeekend workAfternoon shift$21 per hour
...Job Description Job Description POSITION: Client Service Coordinator - Associate (Contract) Location: Redwood City, CA (Onsite) Schedule: 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM Assignment Type: Contract (Temp) Tentative Pay: $21 per hour...Hourly payContract workTemporary workWork at officeMonday to Friday$100 per hour
...Customer Care Associate - French Fluency Hybrid (4 days onsite, 1... ...open-source enterprise resource planning (ERP) platform that helps... ...environment. Responsibilities Client Relationship Management:... ...assist customers with self-service options. Actively document...Remote workWork from homeHome officeWork visa$175k - $225k
...Estate Planning Associate | Solid Boutique This Jobot Job is hosted by: Trey Mattson... ...year A bit about us: Our client is a well-regarded law firm... ...matters. The firm’s private client practice is known for... ...delivering high-quality client service Interested in hearing more?...Private practiceLocal area$130k - $150k
...Description Are you a seasoned estate planning and special needs planning... ...that shares your values of service, compassion, and excellence?... ...to making you and the clients succeed. You bring the... ...solo practitioner or senior associate who wants to spend more time...Full timeRemote workFlexible hours$200k - $260k
...Firm The Law Offices of John C. Martin, P.C. is a boutique trusts and estates practice serving high-net-worth clients throughout Silicon Valley and the Bay Area. The firm focuses on estate planning, trust administration, and trust litigation, with an emphasis on careful...$140k - $200k
Overview Estate Planning Attorney - Meaningful Work, Supportive Team, and Growth Opportunity This... ...-driven — we care deeply about our clients, our community, and one another. Why Join... ...managers to deliver exceptional client service Mentor and support junior attorneys and...Local area- A boutique law firm in Palo Alto is seeking an Estate Planning Attorney to join their supportive team. This role requires a JD from an accredited... ...estate planning documents and provide thoughtful guidance to clients. The position offers competitive compensation, comprehensive...
- Summerall Law in Palo Alto is seeking a full-time estate planning attorney to guide clients through legal processes with compassion. We cater to a diverse clientele, ensuring accessible services and fostering a supportive work environment. This role involves advising clients...Full timeFlexible hours
$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model Support the...Temporary workWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis... ...in delivering against their business plan and client service model Remaining...Temporary workWork at officeLocal area- ...Opportunities for advancement Primary responsibilities: Speaking with clients via phone or virtual platforms Learning about their financial priorities to suggest appropriate insurance and planning options Assisting with applications and next steps Maintaining accurate...For contractorsRemote workFlexible hours
- ...Job Description Summary: The Director of Environmental Services is responsible for keeping the community building, equipment, and... ...Responsibilities: # Participates in the yearly business and budget planning for the Environmental Services Department. Monitors and adjusts...Local areaLong distanceFlexible hoursAfternoon shift
$170k
...HCLTech is looking for a highly talented and self-motivated SAP Service Delivery Manager to join in in advancing the technological world... ...with ASM reporting and complete understanding of AMS Reporting Plan and execute Operations of customers into the AMS service and...Full timeLocal area- A leading financial services firm in California is seeking a Private Client Investment Associate to provide operational support to Private Client Advisors. This role includes building client relationships, managing operational requests, and ensuring compliance with industry...
$142.6k - $261.5k
...working world. The opportunity EY's Oracle Services practice is a national consulting practice that assists in planning, pursuing, delivering, and managing large,... ...NetSuite and Cloud ERP technologies, we provide clients with leading practices, methodologies, and...Summer holidayRemote workFlexible hours- About the Position The Service Deli manager is responsible for assigning job tasks, scheduling... ...policy, training, merchandising, planning and monitoring production; satisfying projected... ...- Educational opportunities, Employee Association (discounted and free tuition options,...Flexible hoursShift workAfternoon shift
$34.32k - $90k
711 MS Smith Barney, LLC seeks a Registered Client Service Associate in Palo Alto, CA, to provide exceptional client service and support Financial Advisors. Candidates should possess strong interpersonal skills, with a focus on building trusted client relationships. This...$34.32k - $90k
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... ...in delivering against their business plan and client service model Remain...Temporary workSecond jobWork at officeLocal area$34.32k - $90k
Morgan Stanley is seeking a Registered Client Service Associate in Palo Alto, California. In this role, you will provide exceptional service to clients and support Financial Advisors daily. The position requires strong knowledge of financial products, superior organizational...$30.77 - $35.9 per hour
...expertise helps support our clients' regional and global needs.... ...Job Overview: The Private Client Associate is responsible for supporting... ...team in providing exceptional service to our Private Client... ...Protection Coverage, Legal Planning, Family Planning, and Menopause...Hourly payDaily paidContract workWork experience placementLocal area$60.11k
...Client Services Associate I, Oncology Union City, CA Ready to redefine what's possible in molecular... ...employee premiums paid 100% of select plans, dependents covered up to 80%... ...company, building on nearly $400M in private funding, including our $130M Series D...Hourly payFull timeWorldwideMonday to Friday
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