Private Client Services Associate
$245k - $330kDuane Morris
Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals. Strong drafting and estate administration skills required, including experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing. A strong tax background along with superior academic credentials required; LL.M. required. Candidate must have an aptitude for client contact and a willingness to work independently, be detail-oriented and possess supervisory skills in directing paralegals in a team-oriented environment. New York bar admission required or ability to waive in. Hybrid work environment available.The target annual pay range for this role in New York City is $245,000-$330,000. Actual pay will vary depending upon various factors, including relevant experience, skill-set, current business needs and market factors. The compensation range listed is just one component of Duane Morris' total comp package for employees, which, depending on the position, may also include discretionary bonuses and incentive packages, and firm-sponsored benefit programs.If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact the Legal Recruiting Department at View phone number on click.appcast.io. Practice Area: Private Client ServicesDate Posted: Jan 14, 2025Application Deadline: Jan 08, 2027
$245k - $330k
Private Client Services Associate AttorneyLocation: New York, NYHYBRID work environment availableOur 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...SuggestedPrivate practiceWork at office$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are... ...matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant... ...administration to join our national Private Client Services Group. The search...SuggestedFull time$88.08k - $140.93k
...outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...learn new ones “I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedTemporary workLocal areaFlexible hours$35.36k - $90k
POSITION SUMMARY 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 relationships...SuggestedTemporary workWork at officeLocal area- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real... ...York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities - Responding to daily...SuggestedPermanent employmentFull timeLocal areaWorldwide
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong commitment... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management,...
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...Permanent employmentWork at officeLocal area- ...UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...POSITION SUMMARY 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 in this role build...Work at officeLocal area
- ...expertise with a strong focus on understanding clients' goals to help them pursue the lives... ..., philanthropy, estate planning services, small business services, and cash management... ...Description The Registered Client Service Associate is a full-time, on-site role based in...Full timeWork at office
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking...Hourly payFull timeWork at office- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego – it’s about execution, service, and trust. You’ll play a critical role in helping clients move...
- ...applicants Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED Executive Talent Acquisition Specialist at... ...Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume...Contract work
$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client Advisors... ...assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
- ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...
$20 per hour
...About The Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and...Temporary workWork experience placement$18 - $18.5 per hour
...Client Service Associate New York, New York, United States We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory...Full timeTemporary workPart timeWork at officeImmediate startShift work- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr...
$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office$18 - $18.5 per hour
...Client Service Associate New York, New York, United States We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory...Full timeTemporary workPart timeWork at officeImmediate startShift work- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the Job About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering...Remote jobFlexible hours
- ...Client Services Associate TransPerfect is more than just a job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards...
$80k - $95k
Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested... ...supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong...Work at officeRemote work- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Services Associate. Be the first to apply!
- registered client associate New York, NY
- client engagement associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client services associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- professional services specialist New York, NY
- patient service specialist New York, NY
- health services administrator New York, NY

