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.
- ...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....SuggestedFull timeSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Private Wealth Client Associate - Bilingual Portuguese Preferred Miami, Florida 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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....SuggestedFull timeSeasonal workWork at officeWork from homeDay shift
- ...TypeFull Time Your roleAre 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...SuggestedFlexible hours
- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with...SuggestedWork experience placementWork at officeFlexible hours
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...
$81.6k - $122.4k
Job ID: 94067335120Posted: 2026-07-13Location: Miami, Florida, United StatesSalary: $81 600,00 - $122 400,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...Work experience placementWork at office
- ...and 2+ years of direct experience navigating the complexities of private wealth accounts. Full bilingual fluency in English and Spanish... ...onboarding processes and maintain accurate documentation for client accounts Collaborate closely with internal advisory teams to execute...Work at officeFlexible hours
- ...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
- ...the entire market more accessible, this is the place. About the Role This is the seller’s champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are not a ticket...Monday to Friday
- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry experience...
$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries...
- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- ...solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings... ...entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer...Work at officeLocal areaWork from homeWorldwide
- ...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 in this role build trusted relationships...Full timeWork at officeLocal area
- The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly with clients...Temporary workWork at office
- ...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...
- ...Senior Client Service Associate 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...Work at office
- ...Senior Client Service Associate 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...Work at office
$180.97k - $316.7k
...innovation, technology, and AI solutions to enhance legal workflows and client service. This role collaborates with lawyers to identify AI... ...penalties and civil liability.BENEFITSK&L Gates offers our Associates a comprehensive suite of benefits to help meet your needs now...Full timeTemporary workLocal areaImmediate startRemote work- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how...Seasonal workWork at officeFlexible hoursShift workDay shift
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Associate...Immediate start
- Hinshaw & Culbertson LLP, a leading national law firm, seeks anassociate to join the Business Litigationpractice in its Miami office.This is an exciting opportunity for someone interested in career growth. Our firm is dedicated to your professional development, providing...Work at officeRemote work
- ...Courtroom and Build a Well-Rounded Litigation PracticeAre you a skilled litigator who enjoys taking ownership of cases, advocating for clients, and making a meaningful impact?We are seeking a Plaintiff Personal Injury & Insurance Defense Attorney to join our growing...
$275k - $425k
...are expected of all DLA Piper employees, which include but are not limited to:Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;Produce deliverables, answer phone calls, and reply to correspondence in an...Full timeWork at officeRelocationRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Associate. Be the first to apply!
- client services associate Miami, FL
- client relationship associate Miami, FL
- client success associate Miami, FL
- registered client associate
- client engagement associate
- client account associate
- senior client service associate
- client solutions associate
- seasonal client associate
- senior registered client associate

