Private Client Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft complex trust agreements and estate planning documents. Manage estate and trust administration processes. Collaborate with clients on high-net-worth estate planning strategies. Oversee multiple projects and coordinate with team members. Requirements Minimum of 3 years of law firm experience. Admission to the California Bar. Experience in a large or mid-size law firm preferred. Education Superior academic credentials required. Certifications California Bar admission. Skills Excellent drafting, writing, and analytical skills. Strong attention to detail and organizational abilities. Effective verbal and interpersonal communication skills. #J-18808-Ljbffr
$81.13k - $164.57k
...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...a firm.KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities...SuggestedWork at officeLocal areaRelocationRelocation package$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent client service...SuggestedHourly paySeasonal workWork at officeShift workDay shift$25 - $44 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- ...Private Wealth Client Associate Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...SuggestedFull time- ....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...
- ...thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's...Work at office
$94k - $141k
Job ID: 98755966640Posted: 2026-08-04Location: Los Angeles, California, 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...Full time- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...equity trades, mutual fund orders, fixed income trades and private investmentsProvide support across a diverse suite of products...Local area
$65k - $85k
...care of people? Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with...Full timeWork at officeFlexible hours$15k
...detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality... ...At least two years previous experience as a Registered Client Associate. Post-Secondary education preferred. Solid technology skills (Microsoft...Hourly payWork experience placementWork at office- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
- A leading financial institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks, build client relationships, and engage in risk management practices. Key...
$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides...Hourly paySeasonal workWork from homeShift workDay shift- 11-205 - Client Aide - SC/ Zahn Lilly's Place Apply for the 11-205 - Client Aide - SC/ Zahn Lilly's Place role at The Salvation Army Southern California . Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian...Full timeImmediate startShift work
- ...RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance and accurate account records. You will manage account inquiries, perform transfers...
$49.5k - $77k
...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$25 - $37 per hour
...a common purpose to help make financial lives better through the power of every connection. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence...Hourly paySeasonal workShift workDay shift$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work- ...Client Relationship Associate As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing...Work at office
$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative...Full timeFlexible hours$25 - $44 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$65k - $75k
Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource. ESSENTIAL JOB DUTIES include but are...Temporary workInternshipLocal areaFlexible hours- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Job Description As a Client Associate / Registered Client Associate, become a trusted resource to clients, advisors and branch. Use your...Full timeFlexible hours$79k - $99k
...Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following: Works on a team to provide accounting services for clients from a multi-faceted...Work at officeLocal areaVisa sponsorship- ...Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
- ...Job Purpose: The Client Support Associate assists the store, client, and operational functions related to service, merchandise, facilities and logistics. The Client Support Associate is responsible for processing all point-of-sale transactions with accuracy and efficiency...
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