Make an Impact - Private Client Services Associate
$385kPernini Recruiting Company
Job Description
Job Description
This job is posted on behalf of Pernini Recruiting Company by Top Echelon.
Private Client Services Associate or Counsel AttorneyLocation: 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 .
- 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals.
- 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.
- Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
- Draft complex wills and trust s 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.
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.
Compensation & Benefits
- Competitive Salary : Expected annual base salary of $385,000+ , as determined by experience and market factors
- Bonus Eligibility
- Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks
Interested candidates should submit a cover letter , resume , and a writing sample .
Our client is an Equal Opportunity Employer .
$59.8k - $82.3k
...diversified financial services leader with more than $... ...business and institutional clients. We are a longstanding... ...in the future, and make a difference for clients... ...looking for a Client Service Associate to join our operations... ...work can make a real impact. As a global financial...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national... ...for alerts and NIGOs that impact client accountsDevelop a strong... ...liaison with Salesforce and associated CRM activities, including mail... ...backgrounds, and life experiences make the firm a great place to...Suggested$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ...custodian platforms for alerts and NIGOs that impact client accounts Develop a strong... ..., backgrounds, and life experiences make the firm a great place to work, and...SuggestedWork at office$26.5 - $45 per hour
...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...workforce and positively impact the communities we serve.... ...to our employees so they can make a genuine impact and contribute...SuggestedHourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift- ...growing, pioneering financial services firm that invests heavily in... ...offering an array of services, clients can receive tailored... ...Position: The Client Service Associate is a key role that ensures excellence... ...administrative matters impacting the client’s overall situation...SuggestedFull timeTemporary workPart timeRemote workFlexible hours
- Oppenheimer & Co. Inc. in Florham Park, NJ is seeking a Client Service Associate to support the Private Client Division. You will service clients, handle scheduling, prepare information for executive discussions, and assist with marketing and events. The ideal candidate...
$60k - $65k
...market investment bank and full service broker-dealer. With roots... ...income research, market making, trust services and investment... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently... ...a Registered Client Service Associate for their Florham Park, NJ...$49.5k - $77k
...Management Registered Client AssociateThis role is perfect... ...in a Registered Client Associate position and active... ...to deliver exceptional service in a fast-paced,... ...mindset of how you can make advisors more efficient... ...difference and lasting impact.Work in a dynamic, collaborative...Flexible hours- ...Kenilworth, NJ. We are looking for a Customer Service Representative to join our U.S. team to strengthen client relationships, ensure customer satisfaction, and... ...opportunities for professional growth. Ready to make an impact Send us your application and tell us why you’re...Contract workWork at office
- ...spaces and experiences for clients across industries such as corporate... ...ready to grow, create, and make an impact, Diversified is the place to... ...'ll Contribute: The Field Services Manager leads Diversified's... ...the equipment and systems associated with business/corporate, government...Temporary workFor subcontractorWork at officeRelocationFlexible hours
- ...personalized insurance and financial service solutions. What makes our agency special is our leadership... ...grow, compete, and make a meaningful impact, this could be the perfect team for you... ...building lasting relationships with clients will set you apart. This position is...Work at officeLocal area
$50k - $53k
...Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles... ...equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing...Full time- ...Merit Financial Advisors is seeking a Client Service Associate to manage client interactions and ensure confidentiality in all business matters. You will support advisors, coordinate appointments, and handle administrative tasks across accounts, transfers, and custodian...
- ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors...
$49.5k - $77k
...with 3+ years in a Registered Client Associate position and active Series 7... ...ready to deliver exceptional service in a fast-paced, collaborative... ...the mindset of how you can make advisors more efficient and effective... ...a difference and lasting impact. Work in a dynamic,...Full timeFlexible hours$200k - $240k
...accelerate their missions by delivering impactful, secure, and scalable IT services. Our approach is centered on... ...We Offer: Purpose-Driven Work: Make a direct impact on national defense... ...strategic sales, proposal development, and client engagement. The ideal candidate...Contract workLocal area- ...satisfaction, and providing administrative assistance to our Field Service and Field Sales operations. This role offers a unique... ...and thrive in a fast‑paced environment. If you are eager to make an impact, come join our team! Seniority level Mid‑Senior level Employment...Full time
- Northeast Private Client Group in Florham Park, NJ, seeks a Client Service Associate to support onboarding and servicing of clients in a fast-paced wealth-management environment. You will handle account paperwork, CRM data entry, client inquiries, and liaison with custodians...
- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...
$70k - $99.5k
...Description Propeller is a full‑service healthcare marketing agency... ...partners with pharma and medtech clients to reimagine commercial growth... ...direction, or timing that may impact agency resource requirements... ...believe that celebrating what makes us different makes us better together...Agency workWork at officeLocal areaShift work3 days per week$40k - $50.61k
...pitching the right product, solution, or service to help a customer overcome obstacles. It... ...execute your job responsibilities. Your Impact - Maintain and establish impactful... ...in integrity, respect, empowerment, and making a difference in the communities we serve....Full timeFor contractorsFor subcontractorCasual workWork at officeLocal area- Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
- Public Safety Dispatch Network is seeking 911 Call Takers in Westfield, NJ to be the first point of contact for emergency calls. The role involves asking focused questions, confirming locations, and documenting information for coordinating responders. Some centers separate...
- ...information, and entering data into dispatch systems. Successful applicants typically hold a high school diploma and may have prior customer service or public safety experience. Training is provided, with rotating shifts and ongoing assessments as part of the role. #J-18808-...Rotating shift
- ...and maintain composure. Responsibilities include answering calls, confirming incident location, using approved questions, and entering data into dispatch software. Prior customer service helpful; high school diploma required. #J-18808-Ljbffr Regional 911 Intake SolutionsImmediate start
- ...dependable Remote Customer Success Associate to support clients virtually as they review and select... ...customer-first mindset and a desire to make a positive impact. • A proactive attitude and... ...environment. • Sales or customer service experience is a plus, but not required...Remote jobFull timeWork at office
$47.8k - $94.9k
...You'll leverage your skills to expand our customer base within a dedicated territory, delivering impactful services that help local organizations thrive. How You’ll Make an Impact Generate and cultivate sales leads using diverse prospecting tactics, guiding each...Work at officeLocal areaVisa sponsorship$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental... ...maintaining daily sessions on a complex office calendar Making callbacks to hold or schedule New Client Calls...Full timeTemporary workWork at officeRemote workWork from homeWeekend work$21.19 per hour
...utilizing your healthcare and/or customer service skills to assist with every step of... ...about being a phlebotomist and the impact you can make in this position, watch this short video... ...AmeriCorps Alums, National Peace Corps Association, and the Service Year Alliance -...Temporary workWork at officeLocal areaMonday to FridayFlexible hoursNight shiftWeekend workEarly shift$16.02 - $20.9 per hour
...PRO Services Representative Pay Range: $16.02 - $20.90 Purpose... ...for our professional clients (PRO customer) in the hard surface... ...School diploma or equivalent. Associate Degree or higher is a plus.... ...initiatives. Demonstrate ability to make effective program and benefit...Hourly payFor contractorsLocal areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Make an Impact - Private Client Services Associate. Be the first to apply!
- community services specialist Westfield, NJ
- honda service advisor Westfield, NJ
- court services officer Westfield, NJ
- guest services associate Westfield, NJ
- human services specialist Westfield, NJ
- environmental service worker Westfield, NJ
- professional services specialist Westfield, NJ
- toyota service advisor Westfield, NJ
- service administrator Westfield, NJ
- health services administrator Westfield, NJ


