Private Client Associate
5 Legal
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international estate, gift and income tax planning (including generation-skipping transfer tax planning, charitable planning and preparation of gift and estate tax returns). Excellent writing, researching, and analytical skills, along with a strong academic background and must be a member of the DC bar or eligible to waive-in. #J-18808-Ljbffr
$235k - $365k
....This is an awesome Washington, DC-based opportunity to advise clients — both domestic and international — on the full spectrum of estate... ...purpose.If you’re seeking tailored mentorship, and world-class Private Client services, this is an opportunity to join a wonderful...Suggested- 5 Legal is seeking an associate for its Private Client Practice Group in Washington, DC. The ideal candidate will have experience drafting standard and sophisticated estate planning documents and handling domestic and international estate, gift, and income tax planning...SuggestedPrivate practice
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to deliver client service and operational support within Wealth Management. You will assist Private Client Advisors with account openings, money movement, investment trades, and ongoing wealth...Suggested
- ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Suggested
- J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management. You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk...Suggested
$33.28k - $85k
Overview Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area$52k - $91.52k
...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 payFull timeSeasonal workWork at officeWork from homeShift workDay shift$94k - $141k
Job ID: 99722333808Posted: 2026-08-25Location: Washington, DC, United StatesSalary: $94,000.00 - $141,000.00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...Service. We are seeking an experienced associate with at least five years of relevant transactional... ...and administration to join our national Private Client Services Group. The search is...- ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
$85k - $120k
...above and beyond to deliver an exceptional client experience? Do you thrive in a fast-... ...looking for a Senior Registered Client Associate to: maintain client information and ongoing... ...You will be working with a DC-based Private Wealth Management team serving UHNW families...Full timeFlexible hours$26.5 - $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 homeDay shift- ...Registered Wealth Management Client Associate Washington, District of Columbia 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...Seasonal workWork at officeWork from homeShift workDay shift
- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
- ...Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you...Live outWork at officeLocal areaFlexible hoursShift work
$40k - $60k
...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$350k
Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide....Private practiceWork at officeFlexible hoursShift work$45k - $65k
...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform... ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver...Full timeWork experience placementWork at office- ...memorable, engaging, and results-driven brand experiences for our clients. We combine creativity, innovation, and strategic marketing... ...are seeking a detail-oriented and enthusiastic Client Relations Associate to join our growing team. In this role, you’ll help manage...
$65k - $80k
...infrastructure management for small- to mid-sized businesses. As we continue to expand our services, we are eager to find a Client Relationship Associate who embodies our core values: Teamwork: We achieve our goals collaboratively. Growth Mindset: We are focused on...Immediate startRemote work- ...backgrounds, and together we look to leave the past behind while moving the game forward. For more information, please visit The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Part timeWeekend workAfternoon shift
- Arnold & Porter is seeking a junior to mid-level associate to join the Private Client Services group within the Tax Practice in the Washington, D.C. office. The role focuses on wealth and tax planning for high-net-worth clients, including trusts, estates, and related transfer...Work at office
- ...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....Seasonal work
- Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management...Day shift
- Merrill Wealth Management is seeking a client service professional in Alexandria, VA, to support Financial Advisors and their clients with comprehensive service delivery. The role emphasizes education of clients on bank and investment services, timeliness, accuracy, and...
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
$50k - $65k
...focus allows our clinicians to obtain optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position...Full timeWork at office$64.9k - $78.5k
...POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full...Temporary workWork at officeLocal area$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to...
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