Private Client Associate
5 Legal
Job Description
Job Description
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group.
The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and international tax planning (including estate, gift, generation-skipping transfer, and income tax planning). Estate and trust administration and charitable planning. Excellent writing, research, and analytical skills, along with a strong academic background. Must be admitted to the Florida bar.
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Private Client Associate in Miami, FL vacancy
- ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
Morgan Stanley
Miami Beach, FL3 days ago - ...The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and...SuggestedWork experience placement
Amerant Bank
Miami, FL2 days ago - ...Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information • educate clients on account services and capabilities...SuggestedWork at officeFlexible hours
UBS
Coral Gables, FL5 days ago - ...Us At The Brixton Inc , we’re passionate about helping our clients succeed. We provide innovative marketing solutions that help businesses... .... We’re looking for a proactive and personable Client Success Associate to join our growing team and ensure our clients receive the...Suggested
The Brixton
Coral Gables, FL4 days ago $21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position... ...to provide audit services to public and private entities while also helping clients reach...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Miami, FL3 days ago- ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com....Ongoing contractWork experience placementWork at officeImmediate start
- ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase retention. Team members in this position are responsible for meeting KYC/KYA AML...Temporary workWork experience placementWork at office
Amerant Bank
Miami, FL4 days ago - ...Client Service Associate (Portuguese) Job Category: Associate Requisition Number: CLIEN001989 Posted: June 5, 2026 Full-Time Hybrid Florida Description Responsibilities: Support bankers and investors in performing various aspects of the relationship...Full time
Itau
Miami, FL5 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
Raymond James Financial Services
Miami, FL3 days ago - ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general...Work experience placementWork at office
Raymond James Financial Services
Miami, FL1 day ago - ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent...
Norman Alex
Miami, FL4 days ago - ...Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client... ...support role ~ Experience working within wealth management, private banking, broker-dealer, or RIA environments ~ Strong...Work at officeLocal area
Ascendo
Doral, FL2 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
Raymond James Financial Services
Miami, FL3 days ago - ...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 workWork at officeWork from homeShift workDay shift
- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin American client experience. As a Client Service Associate I within Securities Services Custody Client Operations, you will provide...
- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin American client experience. As a Client Service Associate I within Securities Services Custody Client Operations, you will provide...
- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated... ...client inquiries Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment...Work at office
- ...Client Service Associate I – Corp Bank Functional title - Lending Associate/Assistant Banesco USA is searching for their new Client Service Associate for our Corporate Banking Department. Primary Job Duties: Assist the assigned Relationship Manager with...Temporary workWork at officeRemote workWorldwide
Banesco USA
Miami, FL3 days ago $80k - $110k
...Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will...Work at officeVontobel Holding AG
Miami, FL2 days ago- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and... ...for candidates looking for career growth in private client tax. Due to increased demand for their...
- ...smaller firm with great mentoring and the ability to build your own book of business, you should apply. We're looking for a full-time associate with 2-5 years of civil litigation experience in tort, commercial, and/or insurance defense. Good writing and interpersonal skills...Full timeRemote work
Beasley, Demos & Brown, LLC
Miami, FL25 days ago - ...Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will...Work at office
Vontobel Asset Management
Miami, FL1 day ago - ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service related needs...Work at office
- ...looking for an Attorney to join our law firm, who is excited to about our industry and is ready to make a difference in the lives of our clients. The attorney must have experience in the following: asylums, removal proceedings, defensive applications for relief, family-...Full timeRelocation
CANIZARES LAW GROUP, LLC
Miami, FL2 days ago - ...Job Description Job Description Boutique civil litigation law firm in Miami Beach seeking Associate Attorney. The Associate position will involve working as part of a team of at least three (3) attorneys on general civil litigation matters in both state and federal...Contract workImmediate start
Robert L Switkes & Associates PA
Miami Beach, FL6 days ago - ...You will work closely with administrative staff, other colleagues, and senior partners to provide excellent legal services to our clients. If you are a self-starter with a passion for law, we want to hear from you. Insurance Defense - experience is a plus. Responsibilities...Work at office
PENA GARCIA & DIZ PLLC
Miami, FL19 days ago $90k - $155k
...Job Description Job Description We are looking for an experienced Estate Planning attorney who can help guide clients through Estate Planning, Probate, and Adult Guardianship matters. The right candidate will enjoy building relationships, solving problems, and helping...Elderly Care Law Firm
Miami, FL14 days ago$90k - $115k
...Law Office is seeking a passionate, dependable, and charismatic Experienced Associate Attorney to join our legal team. Our firm is committed to providing the best legal services to our clients. Proudly representing clients within various stages of immigration, including...Work at officeLaw offices of Sergio Siderman
Miami, FL7 days ago- ...Description Job Description Full-Time Experienced Litigation Attorney Boutique law firm, located in Brickell, proudly serving clients for over 20 years, is seeking an experienced Litigation Attorney to join our team. Qualifications: #5-8 years of litigation...Full time
Association Law Group P L
Miami, FL24 days ago $110k - $125k
...strategic legal skills, strong communication skills, and experience in litigation procedures to strengthen our team in representing clients in various cases. Responsibilities: Represent clients in hearings, mediations, and trials. Develop effective legal...Full timeWork at officeCampos Law Firm LLC
Miami, FL12 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Associate. Be the first to apply!
Related searches
- client engagement associate Miami, FL
- client solutions associate Miami, FL
- client relationship associate Miami, FL
- client services associate Miami, FL
- client success associate Miami, FL
- registered client associate Miami, FL
- client account associate Miami, FL
- client engagement associate
- client solutions associate
- senior client service associate