Private Wealth Legal Assistant — Client Delivery Pro
Husch-Blackwell-LL
Husch Blackwell LLP is seeking a Client Delivery Specialist (Private Wealth Legal Assistant) to serve as the primary operational partner for assigned attorneys in the Phoenix Private Wealth office. This onsite role supports workflow, cross-functional coordination, and administrative duties to reduce attorney burden. Responsibilities include lifecycle workflow management, intake and engagement coordination, billing support, and cross-functional liaison tasks while maintaining confidentiality and #J-18808-Ljbffr Husch-Blackwell-LL
- Client Delivery Specialist (Private Wealth Legal Assistant) Job Category : Administrative Support Requisition Number : CLIEN003012 Posted : September 22, 2026 Full-Time Locations Showing 1 location Description Husch Blackwell LLP is a full-service litigation and business...PrivateFull timeWork at office
- BOK Financial seeks a Client Service Associate to be the first point of contact for high net worth clients across private wealth services, including banking, trust, brokerage, financial planning, and investment management. You will support Wealth Advisors and Bankers,...Private
- BridgePort Financial Solutions is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, comprehensive planning, and long-term relationship management. This role supports business growth through client acquisition...PrivateWork at office
- BridgePort is seeking an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. This role acts as a trusted advisor, supports growth through client acquisition, and mentors...Private
- ...P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
$127.9k - $291.9k
...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...stands for Exceptional Delivery and Growth Engine... ...EY's FSO EDGE Private practice provides... ...and specialized tax assistance tailored to the unique... ..., or any other legally protected basis,...PrivatePrivate practiceSummer holidayLocal areaFlexible hours- Chase is seeking a Private Client Banker to represent our brand with hospitality, delivering banking solutions and technology to a select group of affluent clients while managing their complete banking relationship. You will grow client balances through referrals, provide...Weekend workAfternoon shift
$116.65k - $216.63k
...About the Role: The Private Wealth Advisor serves as a... ...select institutional clients. The Private Wealth advisor... ...through the delivery of comprehensive wealth... ...contributions, an employee assistance program, life insurance... ...theft protection, legal support, auto and home...PrivateTemporary workWork at office- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management... ...identification of new business opportunities, leading and assisting in client management, and continuously engaging with both potential...Private
- PNC Financial Services Group, Inc. is seeking a Client Service Associate for its Private Banking team based in Phoenix, AZ. This role focuses on developing... ...with banking products and transactions. You will assist with money movement, demographic updates, beneficiary administration...Private
- ...United States seeks a Senior Services Manager for EY EDGE Private to lead delivery of tax compliance and consulting for high-net-worth individuals... ...will manage engagements, coordinate staff, and strengthen client relationships in a collaborative environment. The role...Private
- A leading financial services firm is seeking a Private Client Advisor in Phoenix, AZ. You will offer comprehensive financial planning and investment advice to clients. The role demands strong relationship-building skills and integrity in serving clients' financial needs...Private
- ...Certuity was founded in 2004 and became the private family office of golf champion and... ...Role Certuity is seeking exceptional wealth advisors who have built a $100M book and... ...Responsibilities Own the full arc of the client relationship – architect sophisticated, fully...PrivateWork at officeRemote workFlexible hours
- U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services... ...U.S. Bancorp Investment as needed to meet clients' goals. The role emphasizes client relationship management, knowledge of private banking products, and clear communication....Private
- Columbia Bank in Phoenix, AZ is seeking a Private Wealth Advisor to deliver integrated wealth management, banking, lending, trust, estate planning, and investment solutions for high-net-worth clients. You will build deep, long-term relationships through proactive engagement...Private
- EY is seeking a Manager in Wealth Tax Advisory to lead tailored tax advice and compliance for high-net-worth clients and family offices. You will mentor junior professionals, manage engagements, and deepen client relationships across multi-jurisdictional matters. The role...Private
- Columbia Bank is seeking a Private Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering integrated wealth management, banking, lending, and fiduciary solutions. You will collaborate with specialists to provide strategic guidance and ensure...Private
- EY Private Tax is seeking a Manager to deliver private tax advice and compliance for cross-border families. You... ...deliver high‑quality results with a focus on risk and client value. Key duties include advising on wealth transfer, governance strategies, and...Private
- ...Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue... ...support to the business of the Private Capital & Venture Solutions Group... ...Advisor (FA) requests Assists with ensuring practices are in...PrivateSeasonal workWork at officeWork from homeShift workDay shift
- BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management... ...position emphasizes proactive service, collaboration with Private Wealth Advisors, and ongoing portfolio management to meet...Private
- JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Phoenix to advise families on wealth management, investments, and balance sheet optimization.... ...bespoke financial strategies and exceptional client experiences. The role emphasizes building a strong...PrivateLocal area
- Lido Advisors seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth... ...building a durable practice around the clients you are passionate about serving. You... ...platform, and in-house planning, tax, trust, and legal #J-18808-Ljbffr Lido AdvisorsPrivateWork at office
$75k - $85k
...Wealth Associate – Family Wealth Management Phoenix, AZ | Hybrid... ...Office and Into the Room With Clients? If you’ve spent the last few... ...with an RIA, family office, private bank, brokerage, or larger financial... ...and service needs Assist with comprehensive financial...PrivateWork at office- Baird is seeking a Private Wealth Management intern for the summer in our Phoenix, Scottsdale, Kierland, Sun City and Chandler branches. The... ...2027. You will gain hands-on exposure to financial advisors, client meetings, research and branch projects. You will work closely...PrivateFull timeSummer workInternshipSummer internship
- ...law firm with a well-developed private client practice is seeking an... ...solutions-driven approach to private wealth matters, strong technical capability... ...other professionals Conduct legal research on estate, tax, and probate issues as needed Assist senior attorneys with complex...PrivatePrivate practice
- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various...Private
- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their on...PrivateWork at officeLocal areaNight shift
$38.46 - $43.26 per hour
...Court procedures ~ Strong legal writing and document preparation... ...communicate effectively with clients and legal teams ~... ...development and strategy Assist attorneys with trial preparation... ...across the organization Private office space provided Paid...PrivatePermanent employmentContract workCasual workWork at officeLocal areaRemote workMonday to Friday$200k - $225k
...Private Wealth Advisor The best advisors are more than portfolio managers — they are the confidantes... ...build an enduring practice around the clients you are most passionate about serving.... ...and in-house planning, tax, trust, and legal specialists all designed to support you...PrivateWork at office- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix... ...true Wealth Advisor for your clients, with the ability to serve... ...exceptional Financial Planning team to assist with the planning process for... ...BOKF to ensure compliance, legal and regulatory requirements....PrivateWork experience placementWork at officeLocal area
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