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
- A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors through exceptional client service and efficient management of operational requests. This includes facilitating account openings, money movement, and investment trades, while adhering...Suggested
- J.P. Morgan in New York is hiring a Private Client Investment Associate to deliver exceptional client service and operational support. This role requires managing operational requests, fostering client relationships, and engaging in Risk Management procedures. The ideal...Suggested
- A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have...Suggested
- ...Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: Responsibilities... ...). Qualifications Current experience as a trust & estate associate at an AmLaw firm is required. Equal Opportunity Equal...SuggestedTemporary workWork at officeLocal areaFlexible hours3 days per week
- LHH is seeking a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along with drafting tailored estate plans. You will work in a collaborative environment...Work at officeRemote workFlexible hours
$70k - $76k
UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of experience...$310k - $390k
Pillsbury Winthrop Shaw Pittman LLP is seeking a mid-level Associate to join its New York office within the Private Client & Family Office practice group. The role involves advising ultra-high-net-worth individuals and family offices on complex estate planning matters,...Private practiceWork at office$310k - $365k
Job ID: 2142 Position: Associate (Level 4+) Location: New York Department: Wealth & Tax Job Function: Legal Job Description: The firm seeks a mid-level associate to join its Private Client Dispute Resolution practice in the New York office. Ideal candidates will have...Private practiceWork at office$34.32k - $90k
...Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area$100k - $120k
Brown Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients, managing transactions, and ensuring compliance, requiring over 5 years of wealth management experience,...Work at office$200k - $245k
...Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney - New York, NY Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of sophisticated trusts and estates experience...Part timePrivate practiceWork at officeRemote work- A global financial services firm is seeking a Private Client Investment Associate in New York City. This role requires delivering exceptional service to Private Client Advisors by managing operational requests and fostering client relationships. Candidates must obtain necessary...
- TwinThread is seeking an associate to join its Information Management Group in New York. This role involves managing client portfolios for private equity funds, evaluating investment information, and supporting portfolio managers. The associate will analyze transaction...
$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- ...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
- ...Registered Wealth Management 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...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...Your role • Keep management systems up-to-date with client information • Educate clients on account services and capabilities... ...Advisor team in a support staff capacity. As a Registered Client Associate, you'll play an important role in servicing clients and supporting...Full timeWork at officeFlexible hours- ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...
- Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support...
- 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...
- The JPMorgan Private Equity Group (PEG) is looking for an associate to join its Information Management Group due to business growth. This role involves managing client portfolios allocated to private equity funds and supporting portfolio managers. Responsibilities include...
$100k - $120k
...Client Success Associate Location: This position is remote , with preference to candidates located in Houston . 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...Work at officeRemote 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$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... ...primary point of contact for architects, interior designers, and private clients as they work through a project with us. That means...$33.28k - $90k
POSITION SUMMARY Registered 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...Full timeTemporary workWork at officeLocal area$80k - $110k
...pursuing outperformance for sophisticated clients via our Systematic, Discretionary and... ...underpinned by deep research and span public and private markets, across all major asset classes,... ...* As at 31 March 2026 To provide associate level support for the US Sales Team....Local areaFlexible hours$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- ...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
$16 per hour
...A leading remote services company is seeking a Client Experience Associate to join their team. This role involves taking customer calls, capturing leads, and scheduling appointments from the comfort of your home. Ideal candidates are fluent in English and Spanish, passionate...Hourly payRemote work
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