Private Client Associate
BCG Attorney Search
Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft complex trust agreements and estate planning documents. Manage estate and trust administration processes. Collaborate with clients on high-net-worth estate planning strategies. Oversee multiple projects and coordinate with team members. Requirements Minimum of 3 years of law firm experience. Admission to the California Bar. Experience in a large or mid-size law firm preferred. Education Superior academic credentials required. Certifications California Bar admission. Skills Excellent drafting, writing, and analytical skills. Strong attention to detail and organizational abilities. Effective verbal and interpersonal communication skills. #J-18808-Ljbffr BCG Attorney Search
$81.13k - $164.57k
...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...a firm.KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities...SuggestedWork at officeLocal areaRelocationRelocation package$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...SuggestedFull time$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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...Suggested
- ....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 provide client...Suggested
$34.32k - $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$94k - $141k
Job ID: 98755966640Posted: 2026-08-04Location: Los Angeles, California, United StatesSalary: $94 000,00 - $141 000,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time- ...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
$98.9k - $124.4k
Andersen is seeking a Senior Associate in their Private Client Services practice located in Los Angeles. This role involves managing complex tax returns and providing consulting services to sophisticated clients, including wealthy families and family offices. Ideal candidates...Private practice- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...equity trades, mutual fund orders, fixed income trades and private investmentsProvide support across a diverse suite of products...Local area
$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...- 11-205 - Client Aide - SC/ Zahn Lilly's Place Apply for the 11-205 - Client Aide - SC/ Zahn Lilly's Place role at The Salvation Army Southern California . Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian...Full timeImmediate startShift work
- At J.P. Morgan Chase, we are committed to helping our clients, taking care of our employees, building relationships, and... ...maintaining a strong commitment to diversity and inclusion. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Los Angeles. This role includes providing client service, operational marketing, and administrative support to Private Client Advisors. The successful candidate will manage operational requests, build...
- A leading financial institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks, build client relationships, and engage in risk management practices. Key...
- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- Next Frontier Capital in Los Angeles seeks a Private Client Investment Associate to support Advisors in client service and operational requests. This role requires expertise in relationship management and involves engaging in risk management. Candidates must obtain necessary...
- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
$49.5k - $77k
...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 to our clients, advisors and branch. Use your administrative...Full timeFlexible hours- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Work at officeFlexible hours
$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides...Hourly paySeasonal workWork from homeShift workDay shift- ...Client Relationship Associate Reports to: Sr. Director of Staffing and Operations Status : Exempt As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional...Work at office
$350k
Job Description and Salary ArentFox Schiff is seeking a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. This position is open to candidates in any ArentFox Schiff office location nationwide....Private practiceWork at officeFlexible hoursShift work- BCG Attorney Search is seeking a Private Client Associate for its Los Angeles, California office. The ideal candidate will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. You will be responsible for...Work at office
$49.5k - $77k
...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...Flexible hours$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work- RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance and accurate account records. You will manage account inquiries, perform transfers...
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
- ...career development within an in-office culture. This role supports Financial Advisors by handling client service needs, aligning with strategic objectives, and delivering strong client experiences in a fast-paced environment. #J-18808-Ljbffr National Black MBA AssociationWork at office
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