Client Associate
$365k - $420kAshurst Perkins Coie
Job Description Ashurst Perkins Coie LLP is a leading international law firm and has been listed on Fortune’s Best Places to Work for 24 consecutive years. We have created a dynamic firm culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a workplace culture where all employees have the opportunity to grow and reach their full potential. Our nationally recognized team has significant experience assisting individuals and families with sophisticated estate and tax planning techniques, as well as creating and administering family offices; administering, decanting, and modifying trusts; administering complex estates; planning with respect to business interests, art, and often unusual assets; analyzing complex transfer tax issues; and handling tax controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant transactional experience in trust and estate planning and administration to join our national Private Client Services Group. The search is open to multiple offices. Qualifications Candidates must have strong academic credentials and excellent verbal and written communication skills. An LL.M. in tax is preferred but not required. Benefits Annual discretionary bonus 401(k) plan Medical, dental, and vision insurance Personal medical and parental leave Up to ten paid holidays Family care benefits Compensation range: $365,000 to $420,000 annually. Compensation depends on qualifications and experience. #J-18808-Ljbffr
$88.08k - $140.93k
...differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my...SuggestedFull timeTemporary workLocal areaFlexible hours- Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build...SuggestedTemporary work
$70k - $76k
...Your role keep management systems up-to-date with client information educate clients on account services and capabilities help with... ...products and services specifically designed for them. As a Client Associate, you’ll play an important role as part of a highly...SuggestedFull timeWork at office- ...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
- ...I’m closely partnered with a nationally recognized law firm seeking a mid-level to senior associate to join its established Private Client practice in Chicago. The firm has 400+ attorneys across several offices nationwide, offering a sophisticated platform with the resources...SuggestedPrivate practice
$21.75 - $44.5 per hour
...can help shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling... ...has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaWorldwideShift work- ...Job Overview A law firm seeks a Private Client Associate with 4-6 years of estate planning experience to join its practice group in Chicago, IL. The ideal candidate will handle sophisticated estate planning matters and demonstrate strong analytical and writing skills....
- ...Client Relationship Associate The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service...Work at office
- ...Registered Wealth Management Client Associate Chicago, Illinois 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
$80k - $125k
...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $3 trillion in assets...Full timeTemporary workPart timeInternship$25 - $44 per hour
...Job Description Provide client service support to potentially multiple Financial Advisors (FAs), serving as the primary point of contact for clients while supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The role customizes...Hourly paySeasonal workWork from homeShift workDay shift$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$60k - $70k
...professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you... ...CIBC.com ( What you'll be doing As a Client Service Associate , you'll play a key role in supporting our Senior Relationship...Full timeInternship- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding...Work experience placement
- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client...Work at office
- ...Client Services Associate – Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable growth for our partners. We believe in strategic engagement, strong market presence, and long-term value creation. Our...Full time
- ...Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide...
- ...Client Development Associate As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role will be based on consultative account management with strong programmatic...
$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office$64.6k - $87.5k
...Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards...Work experience placement$18 - $20 per hour
...Client Service Associate Chicago, Illinois, United States Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you...Full timeTemporary workWork at officeImmediate start$28.75 - $40 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 payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client...Work at office
- Our client, a large financial services company, is seeking a Client Service Associate for a 7+ month contract assignment in Chicago, IL. This role is hybrid. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional...Contract work
- Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client...
$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office$46.9k - $70.2k
...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 officeFlexible hours$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...Work at officeRemote workWork from homeRelocationFlexible hours- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...Job Summary As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible...
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