Private Client Associate
William James Recruitment
This is an exciting opportunity for an experienced Private Client Associate to join a highly regarded US law firm in Boston, working as part of an established and sophisticated Private Client practice. Our client is seeking an experienced Trusts & Estates attorney to advise high-net-worth individuals and families across a broad range of sophisticated estate planning and administration matters. The ideal candidate will have 4+ years of experience in trusts and estates/private client work, with strong technical experience and excellent client skills. The role will include: Advising high-net-worth individuals and families on sophisticated estate planning matters Preparing and drafting wills, trusts and other estate planning documents Advising on wealth transfer and succession planning Advising on lifetime gifting and charitable giving Handling estate and trust administration matters Advising clients on complex trust and estate matters Working closely with other professional advisers to deliver tailored solutions Developing and maintaining strong, long-term client relationships This is an excellent opportunity for a Private Client lawyer looking to join a well-established team and work on high-quality matters for sophisticated clients. The Benefits Competitive salary, dependent on experience Hybrid working arrangement Health, dental and vision insurance Paid time off #J-18808-Ljbffr
$31.2k - $90k
...Registered Client Service Associates 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 the full capabilities...SuggestedFull timeTemporary workWork at officeLocal area$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$25 - $45 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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$55k - $75k
...Your role Educate clients on account services and capabilities Input client information into the financial planning tools and Firm tools Assist with the preparation of reports and other materials for client meetings Ensure appropriate documentation is collated for new...SuggestedFull timeWork at officeFlexible hours$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...SuggestedPrivate practiceRemote work2 days per week$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...Full timeFlexible hours$100k - $150k
The Client Relationship Associate will be responsible for the EMsights Capital Group client experience from prospect onboarding throughout the client lifecycle, partnering with the Business Leader on client engagement and broader business development efforts. The role is...Contract work$10 per hour
Job DescriptionInfosys is seeking an Associate Manager, Client Services for its Retailvertical. The individual will lead all client interactions within the assigned account scope and, in collaboration with the Client Partner or Senior Client Partner, develop the account...Full timeTemporary work$40.5k - $67.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's retail branch banking organization you will be based in our Assembly Row branch, Somerville, MA. PNC is an...Full timeTemporary workPart timeWork experience placementWork at office- ...seeking a qualified professional to join our affiliate marketing team. The role focuses on presenting strategic revenue opportunities to clients, expanding mid-tier publisher relationships, negotiating media placements, and interpreting performance data to maximize ROI. You...Work at office
$70k
...Client Service Associate Boston, Massachusetts, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$64.3k - $85.8k
...believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering...- ...storage, inventory management, and distribution support for business clients. We are committed to accuracy, efficiency, and high-quality... ...are seeking a professional and detail-oriented Client Support Associate to assist clients with logistics-related inquiries, shipment...Hourly payFull time
- ...Boston area and in Greenwich, Connecticut. Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing...Temporary workWorldwide
$60k - $70k
...5-day-a-week, in-office culture because collaboration, mentorship, and shared momentum matter. About This Role As a Client Services Associate at Alumni Ventures, you'll play a vital role in supporting our investor community while gaining hands-on exposure to venture...Work at officeImmediate startFlexible hours- ...innovation and thought leadership in the financial services industry. Duties and Responsibilities Help to grow and maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key client information and documentation is accurate...Temporary workWork at office
$75k - $85k
...consulting firm. This role is for one of our clients in Charlestown. To view other open roles... ...jobs.lead-advisor.com Client Service Associate Our client is an established boutique... ...Boston, MA $65,000.00-$90,000.00 2 weeks ago Private Wealth Management Registered Client...Full timeWork at office- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and...Work at office
$60k - $70k
Focus Partners Wealth seeks a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional...Work experience placementWork at office- Action for Boston Community Development, Inc. in Downtown Boston is seeking a Client Services Representative to support the Energy Programs team. You will handle outreach, intake, verification and processing of Energy Program applications and manage client communications...Work at office
$65k - $70k
Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice...InternshipWork at officeLocal areaRemote work2 days per week- ...Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity...
$70k - $130k
Client Relationship ManagerHigh visibility client-facing role managing complex business queries and supporting a variety of client business management responsibilities. The role requires proficiency on Enterprise platforms to function as a cross-client subject matter expert...Temporary work$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$75k - $90k
Client Service Associate Boston Partners is a global investment advisor and a premier provider of value equity investment products that are firmly rooted in fundamental research and are based on a disciplined investment philosophy and process. Boston Partners currently...- ...Registered Wealth Management Client Associate Wellesley Hills, Massachusetts To proceed with your application, you must be at least... ...Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $45 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 paySeasonal workWork at officeWork from homeShift workDay shift$50k - $60k
...Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations....Work experience placementWork at officeLocal area$58.5k - $99.5k
...discover how you can meet your goals and ours! Overview Knights of Columbus Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location. This individual will have specialized knowledge and skills...Full timeTemporary workWork at officeFlexible hours- World Insurance Associates LLC is seeking a Senior Associate Client Representative to support the daily management of a high-volume Commercial Lines book of business. You will provide excellent client service under a lead servicer, ensuring satisfaction and retention. The...
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