Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Services Associate

BCG Attorney Search

Job Overview A law firm seeks a Private Client Services Associate in San Jose. The ideal candidate will have two to four years of estate planning experience and a strong interest in family, financial, business, and tax matters. Duties Engage in gift and estate tax planning. Administer estates and trusts. Participate in charitable planning. Assist with family succession planning. Requirements Two to four years of estate planning experience. Active California attorney bar license. Strong academic credentials. Exceptional analytical and writing abilities. Outstanding interpersonal skills. Education Juris Doctor (JD) degree. Certifications California attorney bar license. Skills Analytical and writing proficiency. Interpersonal communication. Benefits Health care plan. Retirement plan. Parental leave. Short/long term disability. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Services Associate in San Jose, CA vacancy
  •  ...Job ID: 418772 Practice area:- Estate & Tax Planning,Trusts and Estates - General Private Client Services Associate Attorney (2–4 Years) – Estate Planning & Wealth Transfer Practice | San Jose, CA | California Bar Required Keywords: Private Client Services... 
    Suggested
    Permanent employment
    Temporary work
    Private practice
    Placement year
    Work at office

    BCG Attorney Search

    San Jose, CA
    12 hours ago
  • $34.32k - $90k

     ...Client Service Associate 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Gatos, CA
    2 days ago
  • $78.32k - $109.28k

     ...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and... 
    Suggested
    Full time

    Citi

    San Jose, CA
    1 day ago
  • $34.32k - $90k

     ...Client Service Associate 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Jose, CA
    4 days ago
  • $80k - $105k

     ...established wealth management firm looking for an experienced client-centric associate to join our team in San Jose’s vibrant downtown Willow Glen...  ...: Lead support to advisor team and provide service to the firms’ 170+ client households Responsible for appointment... 
    Suggested
    Work experience placement
    Work at office

    Transitions Wealth Advisors Inc

    San Jose, CA
    2 days ago
  • $34.32k - $90k

    PowerToFly is seeking Client Service Associates who will provide exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. The ideal candidate will need excellent interpersonal skills, be detail-oriented, and have advanced Microsoft... 
    Work at office

    PowerToFly

    Los Gatos, CA
    2 days ago
  • $34.32k - $90k

     ...Client Service Associate 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... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Jose, CA
    3 days ago
  • $32.21 - $44.27 per hour

     ...Job Title Registered Client Service Associate Job Description Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication... 
    Hourly pay
    Full time
    Part time
    H1b
    Work at office
    Home office
    Visa sponsorship

    Ameriprise Financial

    San Jose, CA
    12 hours ago
  • $24.95 - $27.65 per hour

     ...Client Service Associate (Mailroom & Hospitality) Sunnyvale, California, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    SPS-North America

    Sunnyvale, CA
    3 days ago
  •  ...Client Service Associate Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and... 
    Work at office

    Beacon Pointe Advisors LLC

    San Jose, CA
    4 days ago
  • Heritage Bank of Commerce is looking for a Client Services Representative I in Los Gatos, California. This role focuses on providing exceptional customer service while handling various customer transactions. Ideal candidates have strong communication skills and a customer... 

    Heritage Bank of Commerce

    Los Gatos, CA
    3 days ago
  •  ...Ww are looking to expand our growing team in customer service and sales. This is job rewarding financially while helping...  ...organizations in North America, is expanding and seeking motivated Client Service and Sales Associate to join our nationwide team. Whether you're an... 
    Remote job
    Weekly pay
    Work from home

    Aoglobelife

    San Jose, CA
    a month ago
  • $21.75 - $44.5 per hour

     ...history, delivering excellent service through innovation has been a...  ...Job Description: The Client Engagement Specialist (CES) plays...  ...geographic differential associated with the location at which the...  ...audit services to public and private entities while also helping clients... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    San Jose, CA
    12 hours ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Jose, CA
    1 day ago
  •  ...retail stores around the world. We invite you to join team TravisMathew. Job Overview The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs... 
    Weekend work
    Afternoon shift

    TravisMathew

    San Jose, CA
    12 hours ago
  • $60.11k - $87.16k

     ...Home and Community Based Services Specialist Salary Range: $60,111 - $87,161 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status: Non-Exempt Department: Health... 
    Work at office
    Local area
    Work from home

    Santa Clara County Health Plan

    San Jose, CA
    6 days ago
  •  ...Automotive Service Advisor If you're a mechanically-minded car enthusiast with stellar customer service skills, this job is for you! Our dealership seeks an automotive service advisor who loves greeting customers, assessing customer needs and scheduling appointments... 

    Trophy Nissan

    Santa Clara, CA
    2 days ago
  • $20.2 - $37.2 per hour

     ...What to Expect Tesla is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. The ideal candidate will excel in delivering exceptional... 
    Hourly pay
    Full time
    Temporary work
    Flexible hours

    Tesla

    Los Gatos, CA
    12 hours ago
  • $35.49 per hour

     ...health rehabilitation and case management services for a varying caseload, coupled with...  ...their families, which assist and support clients in all areas of daily living and facilitate...  ...in the mental health field; OR Associate's degree (not necessarily mental health-... 
    Full time
    Work at office
    Local area
    Trial period
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Momentum for Health

    San Jose, CA
    12 hours ago
  • $35.49 per hour

     ...languages to serve our monolingual clients. This is a temporary position...  ...and case management services for a varying caseload, coupled...  ...trust by performing visits to private homes, locked hospital or jail...  ...five years' experience; OR Associate's degree plus three years' experience... 
    Temporary work
    Part time
    Internship
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Momentum for Health

    San Jose, CA
    12 hours ago
  •  ...Elevate Your Career with CBRE - Join a Fortune 500 Leader! - - As a CBRE Mail Services Associate, you will be the heartbeat of our office operations, ensuring the seamless flow of communication and logistics for a world-class corporate environment. T Associate, Operations... 
    Work at office

    CBRE Group, Inc.

    San Jose, CA
    1 day ago
  •  ...discrimination, and retaliation; and reasonable accommodations. Greets customers and directs them to available technicians. Consults with Service Technicians regarding necessary repairs and possible alternatives to expensive repairs. Uses knowledge of company products and... 
    Work at office

    Mercedes-Benz of Fairfield

    Sunnyvale, CA
    12 hours ago
  •  ...Service Advisor Position The service advisor is responsible for scheduling service work in the service department and for selling...  ...providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive,... 
    Local area
    Shift work

    Capitol INFINITI

    San Jose, CA
    2 days ago
  • $2,000 per month

     ...Service Advisor As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty...  ...Communicate frequently with technicians and parts associates to ensure timely completion of work Follow up with customers... 
    Minimum wage

    AutoNation Mobile Service

    San Jose, CA
    2 days ago
  • $100k - $155k

    Next-Gen SIEM Senior Resident ConsultantAs a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations. Since 2011, our mission hasn't changed — we're here to stop breaches, and we've redefined modern security...
    Work experience placement
    Work at office
    Local area
    Remote work

    CrowdStrike

    Sunnyvale, CA
    1 day ago
  •  ...Introduction A career in IBM Consulting is built on long-term client relationships and close collaboration worldwide. You’ll work...  ...technology platforms across the IBM portfolio. Lead Oracle CX Service and Field Service implementations across business units,... 
    Worldwide

    IBM Computing

    Santa Clara, CA
    3 days ago
  •  ...A leading technology firm is seeking a consultant to lead Oracle CX Service and Field Service implementations. The role involves designing and deploying Oracle solutions while collaborating with various teams to optimize service operations. Ideal candidates should have... 
    Remote work

    IBM Computing

    Santa Clara, CA
    12 hours ago
  •  ...Member Service Specialist IV Provide members the highest level of service available in an efficient and courteous manner. Process...  ...the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager. # May be required to run... 
    Full time
    Work at office

    Golden 1 Credit Union

    San Jose, CA
    2 days ago
  • $23 per hour

     ...internationally with over 800 stores in Japan, China, Taiwan, Hong Kong, and the Philippines. About the Position: We're looking for a Customer Service Specialist / Optician Beautiful Location: Valley Fair Mall Start Date: Immediate Type: Full-time Non-exempt Essential Functions:... 
    Hourly pay
    Full time
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Day shift

    JINS Eyewear US, Inc.

    Santa Clara, CA
    13 days ago
  • $37.74k - $50.49k

     ...addressing incoming Customer issues as a member of the Field Tech Services Support Team. These requests come via an internal phone system, ticketing system or shared email inbox. Performs tasks associated with understanding and coordinating activities consistent with... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Work from home
    Monday to Friday
    Shift work

    Lumen

    San Jose, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Services Associate. Be the first to apply!