Private Client Associate
BCG Attorney Search
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. Administer estates and trusts effectively. Draft wills and trust agreements with precision. Manage multiple projects and collaborate with team members. Requirements 3-5 years of relevant law firm experience. Admission to the California Bar. Experience in large or mid-size law firms preferred. Education Superior academic credentials required. Certifications Tax LLM is a strong plus but not required. Skills Excellent drafting, writing, and analytical skills. Strong attention to detail and organizational abilities. Effective verbal and interpersonal communication skills. Benefits Competitive compensation based on experience. #J-18808-Ljbffr BCG Attorney Search
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- 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...Suggested
- 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...SuggestedWork at office
$91.61k - $146.57k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...learn new ones "I can succeed as a Private Client Service Associate at Capital...SuggestedTemporary workLocal areaFlexible hours$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...SuggestedFlexible hours$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- About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
- ...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
$50k - $80k
...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...Full timeFlexible hours$75k - $90k
...office in London. The Firm oversees $228 billion in client assets as of July 31, 2026. Position A Private Advisor team within our Rockefeller Global Family... ...individual to join its growing team as a Client Associate. The Client Associate will work with our Private...Work at officeLocal area$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 timeWork experience placementWork at officeRemote workFlexible hours$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...ApprenticeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours1 day per week$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$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 workFor contractors- ...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
$50k - $80k
...integral part of our branch serving financial advisors and our clients. Job Description What is the opportunity? Embrace RBC Wealth Management... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our...Full timeFlexible hours- ...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
- 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...
$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 payTemporary workPart timeSeasonal workImmediate startFlexible hoursShift workWeekend workAfternoon 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....Seasonal workWork at officeWork from homeShift workDay shift
- ...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
- 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.
$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the liaison...Local areaFlexible hours$80k - $111k
...What You'll Be Doing The Senior Client Service Associate-1919 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...InternshipFlexible hours$56k - $75k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate startFlexible hours$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area- ...Family Office Client Service Associate Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides... ...Facilitate client requests related to cash management, private investments, real estate holdings, charitable entities, and...Live inWork at officeLocal areaImmediate start
$45k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...: new client on-boarding, large client liquidity events, private placement investment monitoring. Trading of both discretionary...Work at office$70k
...Client Service Associate San Francisco, California, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$100k
...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen... ...portfolio accounting system and upload them to the client portal. Private Investments Fill out subscription documents and coordinate...Work at office
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