Private Clients Associate
5 Legal
An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth trusts and estates practice. This background should include the following:
- 1) drafting wills, trusts and related documents
- 2) structuring tax-efficient transactions, and performing research relating to the same
- 3) preparation of gift and estate tax returns (as well as handling audits of those returns)
- 4) administering probate proceedings
- 5) interfacing directly with clients and the advisors / staff of the clients
- 6) assisting in the representation of clients in trust and estate controversies
- 7) establishing charitable foundations and addressing tax and governance matters relating to charitable foundations
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Clients Associate in Chicago, IL vacancy
$25 - $44 per hour
...Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring...SuggestedHourly payWork experience placementSeasonal workWork at officeShift workDay shift- I’m closely partnered with a nationally recognized law firm seeking a mid-level to senior associate to join its established Private Client practice in Chicago. The firm has 400+ attorneys across several offices nationwide, offering a sophisticated platform with the resources...SuggestedPrivate practice
$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...SuggestedFull time- 5 Legal, a Chicago-based international law firm, seeks an associate to join its Private Clients, Trust & Estates practice. Ideal candidates have 3-5 years of experience across wills, trusts, and related areas, including drafting documents, structuring tax-efficient transactions...SuggestedPrivate practice
- UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts,... ...administrative tasks. You will support daily processes and work with a Private Wealth Management team known for long-standing client...Suggested
- MB Attorney Search is conducting a confidential search for a Private Client Associate Attorney to join a respected law firm in their Chicago office with a sophisticated private client and wealth planning practice. This opportunity is ideal for an attorney with approximately...Private practiceWork at office
$365k - $420k
Ashurst Perkins Coie is looking for an experienced associate to join their national Private Client Services Group in Chicago. Candidates should have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic...$265k - $380k
Our client is seeking an attorney with at least 10+ years of experience to join its Private Client practice group. The ideal candidate will have significant experience advising... ...including overseeing and mentoring junior associates, reviewing and refining complex estate...Permanent employmentPrivate practiceFlexible hours- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the... ...for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving...Work at office
Chase
Chicago, IL5 days ago - ...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...Work at office
$87.36k - $131.04k
Job ID: 98755966592Posted: 2026-08-04Location: Chicago, Illinois, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time$27.5 - $30 per hour
...Help develop and execute customer success plans tailored to each client’s goals and business objectives. Provide regular updates to... ...to detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating and converting...Hourly payFor contractorsWork at officeLocal areaGordon Flesch Company
Chicago, IL16 days ago$25 per hour
...Job Description Job Description The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full... ...takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageArrive Logistics
Chicago, IL3 days ago- ...Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work experience placementWork at officeFlexible hours
Bartlett Wealth Management
Chicago, IL10 days ago $50k - $55k
...Job Description Job Description seoClarity is seeking a Client Success Associate (Chicago-Based) to join our growing organization and develop into a trusted partner supporting enterprise-level client relationships, onboarding initiatives, and platform adoption strategies...Casual workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hoursseoClarity
Chicago, IL10 days ago$22.6 per hour
...has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want As a Client Success Weekend Associate, you’ll be responsible for mastering the fundamentals of operational excellence. You’ll handle daily operations for...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageWeekend workArrive Logistics
Chicago, IL8 days ago- Job Overview A law firm seeks a Private Clients, Trusts & Estates Associate to join their team in Chicago, IL. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated estate planning services and handling...
- ...Your role • Support a global wealth management team in delivering exceptional client service and experience • Manage several tasks in a fast-paced environment, while delivering accurate and timely results • Work directly with sophisticated ultra-high net worth...Work at officeFlexible hours
UBS
Chicago, IL4 days ago $365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...Responsibilities We are seeking an experienced associate with at least five years of relevant... ...and administration to join our national Private Client Services Group. The search is...Ashurst Perkins Coie
Chicago, IL1 day ago- ...Wealth Management Client Associate Oak Brook, Illinois 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...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Oak Brook, IL4 days ago $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 homeDay shiftBank of America
Chicago, IL2 days ago$23.52 - $34.37 per hour
A leading financial services firm in Chicago seeks a Private Client Investment Associate to support Advisors by managing client relationships and operational processes. The role involves risk management, compliance, and promoting firm services. Candidates must have or obtain...Hourly payFull time$23.52 - $34.37 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate- Chicago, IL role at JPMorganChase . Base pay range $23.52/hr - $34.37/hr Job Description At J.P...Full time- Join JPMorganChase’s Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service... ...with coaching from senior leaders.As a Client Service Associate within the Trade & Working Capital Client Service organization,...
$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- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
Kestra Financial Independent Advisor
Chicago, IL25 days ago - ...Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering...Work at office
Geneva Search Partners, LLC
Chicago, IL3 days ago - ...division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact...Work at office
- ...hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you will support Sr. team Members and serve as a key...Work experience placementWork at office
- A premier financial institution is seeking a Client Success Sr. Associate in Chicago. This role involves managing client relationships, resolving escalations, and supporting business development within the Commercial Bank. Candidates must have a Bachelor's degree and strong...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Clients Associate. Be the first to apply!
Related searches
- client services associate Chicago, IL
- client engagement associate Chicago, IL
- client solutions associate Chicago, IL
- client success associate Chicago, IL
- client relationship associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- seasonal client associate
- client services associate
- client engagement associate