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

Private Client Associate

Loeb & Loeb LLP

Overview The Private Client Department focuses on high-net-worth estate and tax planning, estate and trust administration, and drafting wills and trust agreements. Candidates should have a background in estate planning, tax, or other transactional practices, with consideration given to relatable experience outside of the traditional Trust & Estates practice area. Preference is given to candidates with large or mid-size law firm experience. A Tax LLM is a strong plus, though not required. Strong organizational skills and the ability to manage multiple projects and people are important for this role. #J-18808-Ljbffr Loeb & Loeb LLP

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Associate in San Francisco, CA vacancy
  •  ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California office. The ideal candidate will have 3-5 years of experience in estate planning, tax, or other transactional practices. Duties Engage in high-net-worth estate and tax planning... 
    Suggested
    Work at office

    BCG Attorney Search

    San Francisco, CA
    17 hours ago
  •  ...Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office business unit. You will interact directly with high-net-worth clients and serve as the face of the practice, handling account activity... 
    Suggested
    Work at office

    Rockefeller Financial

    San Francisco, CA
    3 days ago
  • $25 - $44 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  • $365k - $420k

     ...collaboration, dedication to serving our clients, and mutual respect. We are regularly...  ...Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional...  ...and administration to join our national Private Client Services Group. The search is... 
    Suggested
    Full time

    Perkins Coie

    San Francisco, CA
    3 days ago
  •  ....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

    JP Morgan Chase

    San Francisco, CA
    5 hours ago
  • $91.61k - $146.57k

     ...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong... 
    Temporary work
    Local area
    Flexible hours

    Capital Group

    San Francisco, CA
    4 days ago
  • $130k - $185k

     ...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team. In this role, you would partner with our Client Portfolio... 
    Flexible hours

    Dodge & Cox

    San Francisco, CA
    2 days ago
  • $98.96k - $148.44k

    Job ID: 97781864528Posted: 2026-07-14Location: San Francisco, California, United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to... 
    Full time

    Citigroup

    San Francisco, CA
    5 hours ago
  •  ...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

    JP Morgan Chase

    San Francisco, CA
    5 days ago
  • $365k - $420k

     ...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group. The Role Advise individuals... 
    Work at office

    Direct Counsel

    San Francisco, CA
    5 days ago
  • $50k - $80k

     ...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 time
    Flexible hours

    RBC Capital Markets, LLC

    San Francisco, CA
    5 days ago
  •  ...opportunity to work in a collegial, open‑door environment. Requirements A deep interest in wealth management or experience working in a client focused/service‑oriented role, even if not specifically in the industry. A client‑centric mindset and consistently acts in the... 
    Work at office

    Jobtailor

    San Francisco, CA
    17 hours ago
  •  ...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
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    5 days ago
  • $65k - $85k

     ...Overview Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with... 
    Full time
    Work at office

    UBS

    San Francisco, CA
    17 hours ago
  •  ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team... 
    Full time

    TransPerfect

    San Francisco, CA
    5 hours ago
  • $78k - $97k

     ...operators of companies like DoorDash, Airbnb, Affirm. About The Role Our Client Solutions team is the front line for finding the right experts for our clients. As a Client Solutions Associate, you will be directly responsible for growing our network and scaling our... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Office Hours

    San Francisco, CA
    6 days ago
  • $90k - $110k

    AlphaSights is seeking Associates to join our Client Service team in San Francisco. This role offers a unique opportunity to connect clients with expert knowledge and elevate their decision-making. Successful candidates will have strong academic credentials, relevant internship... 
    Internship

    AlphaSights

    San Francisco, CA
    4 days ago
  • $28 - $38 per hour

     ...experience by providing smart and authentic solutions that bring our clients' spaces and brands to life. We're passionate about great design...  ...500/year Profit Sharing Position Summary The Client Experience Associate works with Customer Experience Manager by participating in all... 
    Contract work
    For contractors

    SupportFinity™

    San Francisco, CA
    4 days ago
  •  ...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... 
    Flexible hours

    RBC

    San Francisco, CA
    2 days ago
  • RBC Wealth Management in San Francisco is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding, documentation, and compliance while delivering exceptional service in a fast-paced... 

    RBC Capital Markets, LLC

    San Francisco, CA
    5 days ago
  • $25 per hour

     ...Animal And Client Care Associate Animal and Client Care Associates (ACCA) are responsible for facilitating the animal adoption process by matching potential adopters with the best possible new companion. Excellent customer service is mandatory. During the adoption process... 
    Hourly pay
    Temporary work
    Part time
    Seasonal work
    Immediate start
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    San Francisco SPCA

    San Francisco, CA
    2 days ago
  • $75k - $90k

     ...office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position A Private Advisor team within our Rockefeller Global Family...  ...motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private... 
    Work at office
    Local area

    Rockefeller Capital Management

    San Francisco, CA
    4 days ago
  • $115k - $147.5k

     ...scale. Aladdin is used by a community of over 200 institutional clients around the world, including BlackRock. There are over 50,000...  ...the investment lifecycle ~ Working understanding of public / private markets ~ Familiarity with buy-side investment management workflows... 
    Apprenticeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours
    1 day per week

    BlackRock

    San Francisco, CA
    4 days ago
  •  ...are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business...  ...the company at business dinners, lifestyle events, and private gatherings. Understand client preferences and... 
    Full time

    Worthland

    San Francisco, CA
    21 days ago
  •  ...UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for... 
    Work at office

    UBS

    San Francisco, CA
    5 days ago
  • 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.

    TransPerfect

    San Francisco, CA
    5 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley... 
    Work at office

    Vodia Ventures

    San Francisco, CA
    1 day ago
  •  ...Income Housing Tax Credit developments and workforce housing. CDB's clients include for-profit and not-for-profit developers, government...  ...-based organizations. As a Community Development Banking Associate within our Commercial Real Estate team, your initial responsibility... 
    Permanent employment

    JP Morgan Chase

    San Francisco, CA
    3 days ago
  • $22 - $30 per hour

     ...Client Service Associate (Teller) Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace... 
    Hourly pay
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    San Francisco, CA
    4 days ago
  • $80k - $111k

     ...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or...  ...or a combination of education and internships relating to Private Wealth Management. Preferred: Experience in Private Wealth... 
    Internship
    Flexible hours

    Stifel Financial

    San Francisco, CA
    5 days ago

Do you want to receive more vacancies?

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