Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Make an Impact - Private Client Services Associate

$385k

Pernini 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 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 .
  • 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.

Key Responsibilities:
  • 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.

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.

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

Application Requirements:

Interested candidates should submit a cover letter , resume , and a writing sample .

Our client is an Equal Opportunity Employer .

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Make an Impact - Private Client Services Associate in Westfield, NJ vacancy
  • $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... 
    Suggested
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    00015 Ameriprise Financial Services, LLC.

    Florham Park, NJ
    2 days ago
  • $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

    Vodia Ventures

    Madison, NJ
    3 days ago
  • $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... 
    Suggested
    Work at office

    Vodia Ventures

    Madison, NJ
    3 days ago
  • $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... 
    Suggested
    Hourly pay
    Work experience placement
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Summit, NJ
    5 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Remote work
    Flexible hours

    Merit Financial Advisors

    Livingston, NJ
    3 days ago
  • 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... 

    Oppenheimer & Co. Inc.

    Florham Park, NJ
    3 days ago
  • $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... 

    Oppenheimer & Co. Inc.

    Florham Park, NJ
    2 days ago
  • $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

    Royal Bank of Canada

    Florham Park, NJ
    4 days ago
  •  ...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 work
    Work at office

    Ernesto Ventós

    Kenilworth, NJ
    1 day ago
  •  ...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 work
    For subcontractor
    Work at office
    Relocation
    Flexible hours

    Diversified

    Kenilworth, NJ
    2 days ago
  •  ...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 office
    Local area

    Matt Kwiatkowski State Farm Agent

    Plainfield, NJ
    5 days ago
  • $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

    Northeast Private Client Group

    Florham Park, NJ
    4 days ago
  •  ...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... 

    Merit Financial Advisors LLC

    Livingston, NJ
    1 day ago
  •  ...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... 

    OnePoint BFG Wealth Partners

    Cedar Knolls, NJ
    1 day ago
  • $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 time
    Flexible hours

    Royal Bank of Canada

    Florham Park, NJ
    6 days ago
  • $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 work
    Local area

    Jobot

    Plainfield, NJ
    1 day ago
  •  ...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

    Hudson Lab Automation, Inc.

    Springfield, NJ
    3 days ago
  • 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... 

    Northeast Private Client Group

    Florham Park, NJ
    6 days ago
  • 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... 

    Oppenheimer & Co. Inc.

    Florham Park, NJ
    6 days ago
  • $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 work
    Work at office
    Local area
    Shift work
    3 days per week

    OLIXIR New York

    Summit, NJ
    3 days ago
  • $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 time
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area

    Canon U.S.A., Inc.

    Roselle, NJ
    1 day ago
  • 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... 

    Oppenheimer & Co Inc

    Florham Park, NJ
    2 days ago
  • 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...

    Public Safety Dispatch Network

    Westfield, NJ
    3 days ago
  •  ...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

    National Public Safety Careers

    Fanwood, NJ
    4 days ago
  •  ...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 Solutions
    Immediate start

    Regional 911 Intake Solutions

    Mountainside, NJ
    4 days ago
  •  ...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 job
    Full time
    Work at office

    McQuade Organization

    Edison, NJ
    2 days ago
  • $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 office
    Local area
    Visa sponsorship

    Spectrum

    Roselle Park, NJ
    4 days ago
  • $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 time
    Temporary work
    Work at office
    Remote work
    Work from home
    Weekend work

    Summit Prep LLC

    Short Hills, NJ
    a month ago
  • $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 work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Night shift
    Weekend work
    Early shift

    American Red Cross

    Elizabeth, NJ
    18 hours ago
  • $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 pay
    For contractors
    Local area
    Monday to Friday

    Floor & Decor Holdings

    Springfield, NJ
    5 days ago

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!