Private Client Associate
$125k - $150kFriedman Williams
About the Role The role will focus heavily on estate and trust administration, probate proceedings, fiduciary matters, and client communication. The ideal candidate will have the ability to manage administration matters independently while working collaboratively with attorneys and professional staff. Experience with estate planning documents, fiduciary income tax matters, and high-net-worth clients is a plus. Responsibilities Focus on estate and trust administration Handle fiduciary matters Communicate effectively with clients Work collaboratively with attorneys and professional staff Qualifications 2-5+ years of trusts and estates administration experience New Jersey Bar admission required Experience may come from a law firm, bank, trust company, or similar environment Demonstrated experience with estate and trust administration, probate proceedings, and fiduciary matters Required Skills Strong legal research, writing, analytical, and organizational skills Excellent interpersonal and client-service skills Preferred Skills Experience preparing or reviewing estate, inheritance, gift, fiduciary income tax, and/or estate tax returns preferred Experience with estate planning documents and high-net-worth clients is a plus Pay range and compensation package Base salary range: $125,000 - $150,000+, depending on experience Discretionary performance bonus and origination bonus opportunity Full benefits package, including medical, dental, vision, life insurance, disability, 401(k), flexible spending/dependent care accounts, EAP, and time-off benefits Equal Opportunity Statement This is a strong opportunity for a trusts and estates attorney who wants a hands-on estate administration-focused role with meaningful client contact, independence, and the opportunity to step into an active need within a growing practice. #J-18808-Ljbffr
- ...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....SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Private Wealth Client Associate New York, New York 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 new position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business...SuggestedHourly paySeasonal workWork from homeShift workDay shift- UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...Suggested
- ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team...Suggested
$35.36k - $90k
...Client Service Associate 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 build trusted relationships...Temporary workWork at officeLocal area$35.36k - $90k
POSITION SUMMARY 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...Temporary workWork at officeLocal area- ...product outcomes and the experiences of the customers we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products. As a core contributor of the team, you are...Work visa
$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 homeShift workDay shift$25 - $44 per hour
...Job Overview As a Client Service Associate at Merrill Wealth Management, you will support one or more Financial Advisors by delivering high‑quality client service, ensuring operational excellence, and promoting Merrill’s wealth‑management solutions. Your role is to be...Hourly paySeasonal workWork from home$55k - $90k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...Full timeFlexible hours$55k - $90k
...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. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours$34.62 - $52.4 per hour
...About this role: Wells Fargo is seeking a Senior 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 ( . In this role, you will: Assist...Ongoing contractWork experience placementWork at officeImmediate start- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in New York to deliver exceptional client service and operational support. You will manage operational requests and assist Advisors in building client relationships while ensuring compliance with Risk...
- JPMorgan Chase seeks a Private Client Investment Associate to provide exceptional client service, operational support, and administrative assistance to Private Client Advisors. This role requires managing client relationships and ensuring compliance with operational requirements...
$34.32k - $90k
POSITION SUMMARY: Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full...Full timeTemporary workWork at officeLocal area$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...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work$28.85 - $39.9 per hour
JPMorgan Chase & Co. is hiring a Private Client Investment Associate to support financial advisors and provide client service in Somerset and Warren, NJ. This role requires a valid Series 7 license and involves operational support, relationship management, and risk procedures...Hourly pay- ...results—whether that’s creating a thriving workplace or helping our clients achieve their wildest goals. This is how we all win. We... ...opportunities and setbacks into comebacks. The Client Success Associate will play a critical role in ensuring quality client support, community...Remote workFlexible hours
$75k - $80k
...a small company growing quickly — and how we take care of our clients is central to everything we build. We're looking for someone who... ...primary point of contact for architects, interior designers, and private clients as they work through a project with us. That means...- ...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 officeShift workDay shift
- ...MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will play a key role in supporting and advising our advertisers post-sale, ensuring they receive the top-notch service they expect....Remote work
$80k - $110k
...Responsibilities Serve as a dedicated point of contact for all day-to-day client inquiries Maintain CRM system with client records, activity and... ...and fixed income (long‑only and hedge funds), managed futures, private credit and real estate Compensation US Pay Range: $80,000 - $11...Local areaFlexible hours- ...Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: Onsite, Can be in Chicago or NYC (hybrid basis) Position Summary : Client X is seeking an exceptional candidate to join its Investment...Permanent employmentContract workWork experience placementWork at office
- ...while growing their careers. We’re united by a mission to serve clients with integrity and purpose, creating solutions that last for... ...environment where you can thrive. Role Overview As a Client Engagement Associate, you will play an essential role in managing client accounts,...Work at officeMonday to Friday
- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$100k - $120k
...Client Success Associate Who we are looking for: 3-5 years of experience in a client success, account management, or other customer-facing role. Exceptional communication and interpersonal skills. Ability to manage multiple clients and projects with strong attention...Work at officeRemote work$80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business. The Client Associate will serve as a primary point of contact for clients, Wealth Mangers, delivering hands-on, high-touch administrative...Local areaShift work- ...Who We Are: Evolve Private Wealth is a registered investment advisor serving ultra-high... ...investment access with deeply personalized client relationships. Our multigenerational... ...We are seeking a highly capable Senior Associate to take on elevated responsibilities in...Work at office
$55k - $75k
...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service...Full timeWork at office
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