Private Client Services Associate Attorney
$195k - $275kCareer Development Partners
Private Client & Wealth Management | Trusts & Estates Associate Attorney§ Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration§ Location: Palm Beach Gardens, FL§ Salary: $195,000 to $275,000 Base Salary (Commensurate with experience and seniority; includes comprehensive medical, dental, vision, 401(k), paid time off, and discretionary annual performance bonuses)§ Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable hours requirement§ The Firm:Our client is a top regional law firm celebrated for being one of the most prolific Estate Planning firms in the state with a Private Clients Group that is Chambers-ranked as Tier 1 in the Private Wealth Law practice group nationally. Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture.Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters. Attorneys within this practice group regularly collaborate with financial advisors, family offices, and charitable entities to architect enduring wealth preservation strategies. This platform provides an exceptional environment for an ambitious trusts and estates attorney seeking long-term growth and immediate client-facing autonomy.§ Duties:The incoming Trusts & Estates Associate will play a pivotal role in advising private clients, family leadership, and institutional fiduciaries throughout the entire lifecycle of wealth planning and estate administration.Core responsibilities include: Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners. Drafting sophisticated estate planning documentation, including revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities. Directing complex estate and trust administration processes, including probate proceedings, fiduciary accounting, asset valuations, and federal estate and gift tax returns. Serving as a primary legal advisor to private clients, family office principals, closely held business leaders, and philanthropic foundation representatives. Advising business owners on corporate succession planning, governance considerations, and tax-efficient ownership transfer strategies.§ Qualifications:Candidates must demonstrate exceptional academic credentials and substantive experience in wealth planning and estate administration within an established law firm environment. Juris Doctor (J.D.) from an ABA-accredited law school with an outstanding academic record. Active Bar Membership in good standing with the State Bar of Florida. Three (3) to Five (5) years of substantive experience in estate planning, trust drafting, and estate administration. Demonstrated technical mastery of estate and gift tax analysis, contractual drafting, and client communication. Superior interpersonal capabilities with a collaborative, detail-oriented, and self-motivated work ethic.§ Skills:The following credentials and specialized experience will significantly enhance a candidate’s application: Master of Laws (LL.M.) in Taxation or Estate Planning from an accredited law school. Experience advising family offices, private foundations, and national public charities on tax-exempt governance and charitable gifting strategies. Advanced technical knowledge of federal estate, gift, and generation-skipping transfer tax compliance. Proven capability to cultivate enduring relationships with high-net-worth clients, fiduciaries, and external financial advisors.!Notice¡This is a job advertisement on behalf of our client and does not reflect the full job description for the role. Any qualified candidates are encouraged to apply. You will need to provide law school transcripts, a writing sample or deal sheets, and a cover letter in order to be considered for this role. This posting does not constitute an offer of employment and the listed compensation details may vary by state or experience and will be discussed thoroughly during interview phase.
$195k - $275k
...Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration § Location: Palm Beach Gardens, FL § Salary: $195,000 to $275,000 Base Salary (Commensurate with experience...SuggestedFull timePrivate practiceWork at officeImmediate start$250k - $325k
...Senior Corporate & Transactional Attorney § Practice Area: Middle-... ...§ The Firm: Our client is an established New York-based... ..., middle-market enterprises, private equity sponsors, and emerging... ...investigations, supervising junior associates and paralegals, and managing...SuggestedFull timeWork at officeRemote work$195k - $275k
Private Client & Wealth Management | Trusts & Estates Associate Attorney§ Industry: Estate Planning, Wealth Preservation, & Fiduciary Administration§ Location: Palm Beach... ...recognized for its exceptional Estate Planning services and a Private Clients Group ranked Tier 1 in...SuggestedFull timeContract workWork at officeImmediate start- ...Registered Client Service Associate (Palm Beach, FL) Join to apply for the Registered Client Service Associate (Palm Beach, FL) role at Oppenheimer... ...services. Job Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service...SuggestedFull timeLocal area
- ...Registered Client Service Associate We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual...SuggestedFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Client Service Associate Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...Local areaFlexible hoursNight shift
- ...Client Service Associate 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. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal area
- ...wealth management and financial planning services. The firm serves high-net-worth families... ...financial expertise to address each client’s unique needs and circumstances. Role Description... ...is a full-time, on-site Client Service Associate (CSA) role based in Boynton Beach, FL....Full time
- ...Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- Summary ObjectiveThe City Attorney's Office is seeking an experienced Florida licensed attorney with oral advocacy, legal writing, organization... ...an equal employment opportunity employer. The City values the service of veterans to our country, and veterans' preference will be...Work at office
- ...BCG Attorney Search is looking for a skilled attorney with 5 to 10 years of experience in commercial litigation for their North Palm Beach... ..., preparing pleadings, managing discovery, and representing clients in court. A Juris Doctor (JD) degree is required. The position...Work at office
- Job Overview A law firm seeks a skilled attorney with 5 to 10 years of experience in commercial... ...Manage the discovery process. Represent clients in court proceedings. Handle complex... ...independently. Commitment to client service. Benefits Comprehensive salary and benefits...Work at office
$250k - $300k
...About Us We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a diverse client base with a...Work experience placementLocal area- ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full timeWork at officeLocal area
$60k - $90k
...to the Wealth Strategists and the client serviceteam EXPERIENCE Financial services background preferred; or a... ...for client care Client Service Associate AT A GLANCE WORK STYLE Operational... ...Liaise with custodians, accountants, attorneys, and insurance carriers to support...For contractorsWork at officeFlexible hoursDay shift- ...directly contribute towards the customer service of our clients. GOLDLAW is a leading personal injury... ..., and detail-oriented Legal Associate with a strong passion for Medical Malpractice... ...The ideal candidate will support our attorneys in managing a caseload from intake...Temporary workWork at office
- ...Associate Attorney Location: West Palm Beach, FL Position Type: Full-time, in-office About Us We are a highly respected, AV-rated defense... ...firm known for our commitment to excellence and outstanding client service. We are seeking motivated associate attorneys with 1-3...Full timeWork at office
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL Direct... ...and estates Strong written, verbal, and client service skills Team-oriented with ability to work...Private practiceWork at officeRemote work2 days per week
$130k - $170k
...offering a compelling alternative to national CPA firms . Our services encompass audit, tax, accounting, and advisory solutions. Our commitment... ...to join our vibrant team. This key role focuses on building client relationships, overseeing technical tax compliance and...Local areaRemote workHome officeFlexible hours- Job Overview A law firm seeks an Estate Planning Attorney for its North Palm Beach, FL office. The ideal candidate will have a minimum of five years of experience and a strong desire to serve clients in need of estate planning. A Juris Doctor degree from an accredited...Work at office
$140k - $170k
...Insurance Coverage Attorney: Defense Firm, 100 Attorneys, Hybrid, Excellent Bonus! This... ...We are hiring an Insurance Coverage Associate in Palm Beach Gardens, and this is a strong... ...directly with partners on strategy and client communication What We’re Looking For:...Local area$200k - $300k
...200,000 - $300,000 per year A bit about us: Our client seeks a Charitable Planning Attorney to join their CT or FL offices. This is an exceptional... ...necessary. 7. Promoting the firm's charitable planning services through various marketing and business development...Permanent employmentWork at officeLocal areaFlexible hours- ...bylaws, shareholders' agreements, master service and service level agreements, private placement memorandums, indemnity agreements, and other client contracts. Draft correspondence on... ...lease agreements. Assist senior-level attorneys, senior paralegals, and staff members,...
- Job Description: A well-known and successful law firm is looking for a Litigation Attorney that is motivated, has superior task management and organizational skills, is detail oriented, and has strong oral and written communication abilities to join their growing team...Work at office
$260k - $390k
...Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private... ...excellent opportunity for an experienced attorney to work on sophisticated succession... ...commitment to delivering excellent client service. Compensation: ~ Salary...Private practice- ...it means to work at a national law firm. With more than 1,400 attorneys across 46 offices nationwide, we are recognized among the top... ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment...Work at officeFlexible hours
$90k - $145k
...responsibility. Work alongside experienced attorneys who are committed to mentorship,... ...representation through practical, innovative, and client-focused solutions. Our attorneys work collaboratively to provide outstanding service while maintaining the highest standards of...Work at officeLocal areaImmediate start$95k - $115k
...that helps our first responders and war fighters, Please Apply! Why join us? Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Best in Class Firm! Profit Sharing! Employer Paid Benefits!...Permanent employmentLocal areaFlexible hours$25 - $45 per hour
...Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational excellence, and client advocacy. Act as the primary point of contact within Merrill to address all service needs of clients and FAs....Hourly paySeasonal workShift workDay shift
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