Private Clients Associate

5 Legal

Chicago, IL

Job Description
Job Description
An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice.
Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth trusts and estates practice. This background should include the following: (1) drafting wills, trusts and related documents, (2) structuring tax-efficient transactions, and performing research relating to the same, (3) preparation of gift and estate tax returns (as well as handling audits of those returns), (4) administering probate proceedings, (5) interfacing directly with clients and the advisors / staff of the clients, (6) assisting in the representation of clients in trust and estate controversies, and (7) establishing charitable foundations and addressing tax and governance matters relating to charitable foundations.
Qualified candidates will have strong law school academic credentials together with relevant and sophisticated law firm experience.

Apply

Vacancy posted a month ago

Similar jobs that could be interesting for youBased on the Private Clients Associate in Chicago, IL vacancy

Private Wealth Client Associate
...Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination...
Suggested
Work at office
Rockefeller Financial
Chicago, IL
1 day ago
Registered Private Wealth Client Associate
...Registered Private Wealth 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 for...
Suggested
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Chicago, IL
1 day ago
Private Client Associate
...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....
Suggested
Private practice
5 Legal
Chicago, IL
a month ago
Private Client Senior Tax Associate
...an ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...
Suggested
Immediate start
Remote work
Mowery & Schoenfeld
Chicago, IL
4 days ago
Wealth Management: Private Client Investment Associate
...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
Suggested
Fairygodboss
Oak Park, IL
2 days ago
Senior Private Client Associate Attorney
...Job Description Job Description Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 – $400,000+ A highly respected national law firm is seeking a Senior Private Client Associate Attorney to join its Chicago...
Work at office
Aligned Talent Acquisition
Chicago, IL
6 days ago
Private Clients / Trusts & Estates Associate
...A prestigious Chicago law firm is seeking a 1st–4th year associate to join one of the deepest and most highly regarded Private Clients and Trusts & Estates practices in the market. The group advises high-net-worth and ultra-high-net-worth individuals, families and family...
Verital Advisory Search
Chicago, IL
10 hours ago
Registered Wealth Management Client Associate
$25 - $45 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 pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Chicago, IL
11 hours ago
Registered Client Associate
$55k - $75k
...tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active... ...team Based in our Chicago, IL office, you’ll be part of a Private Wealth Management team known for building long-standing client...
Full time
Work at office
Flexible hours
UBS
Chicago, IL
2 days ago
Wealth Management Client Associate
$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 pay
Seasonal work
Work at office
Work from home
Day shift
Bank of America
Oak Brook, IL
4 days ago
Client Success Associate
$27.5 - $30 per hour
...Help develop and execute customer success plans tailored to each client's goals and business objectives. Provide regular updates to... ...to detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating and converting...
Hourly pay
For contractors
Work at office
Local area
Gordon Flesch Company
Chicago, IL
4 days ago
Client Associate
$45k - $90k
...office in London. The Firm oversees $237 billion in client assets as of August 31, 2026.PositionA Private Advisor team within our Rockefeller Global Family... ...motivated individual to join its growing team as a Client Associate-Analyst. The Client Associate-Analyst will work...
Work at office
Local area
Rockefeller Financial
Chicago, IL
4 days ago
Wealth Management Client Associate
$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 pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Chicago, IL
9 hours ago
Client Associate (Inside Sales)
...country, offering comprehensive wealth management services with our clients’ best interests in mind. As a fiduciary, we simplify complex... ...don’t get one advisor – you get The Mather Group. Client Associate (Inside Sales) The Mather Group is seeking a motivated...
Full time
The Mather Group, LLC
Chicago, IL
10 hours ago
Client Success Associate
$25 per hour
The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full. Who We Are Arrive Logistics is... ...it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and...
Hourly pay
Work experience placement
Casual work
Work at office
Local area
Relocation
Relocation package
Arrive Logistics
Chicago, IL
1 day ago
Client Associate - Commercial Real Estate- Commercial Term Lending
...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...
Work at office
Next Frontier Capital
Chicago, IL
1 day ago
Client Relations Associate
Our client, an established wealth management firm, is hiring a polished, service-minded Client Relations Associate for its Client Relations team. You'll be one of the first people clients, prospects, and callers talk to, so you'll have a direct hand in the client experience...
Permanent employment
Work at office
Remote work
Relocation
Monday to Friday
Shift work
Afternoon shift
Squarely LLC
Chicago, IL
3 days ago
Client Relationship Associate
Essential Functions Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.... ...presentation and meeting materials with Client Communications Associate Troubleshoot client issues promptly and effectively. Support...
Work experience placement
Work at office
Flexible hours
Bartlett & Co.
Chicago, IL
3 days ago
Client Relationship Associate
$60k - $75k
The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients. The CRA owns everything from scheduling...
Local area
Cerity-Partners
Chicago, IL
3 days ago
Client Experience Associate
$37.13k - $61.88k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC’s Retail Banking organization, you will be based in La Grange Park, IL supporting multiple branches within the...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
La Grange Park, IL
4 days ago
Client Service Associate
$65k - $75k
...'re not just in the business of helping clients with their financial goals - we also help... ...: Tourmaline Wealth Advisors is a private wealth advisory practice of Ameriprise Financial... ...Position Summary: The Client Service Associate position helps to conduct the smooth operation...
Full time
Part time
For contractors
Private practice
Work at office
Home office
Ameriprise Financial
Evanston, IL
1 day ago
Client Services Associate
$70k - $80k
...We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic...
Full time
Work at office
The Mather Group
Chicago, IL
1 day ago
Client Service Associate
$53.74k - $88.29k
...estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate supports the Retirement Plan Services team in delivering exceptional service to clients, advisors...
Work at office
Flexible hours
WSFS Bank
Berwyn, IL
12 hours ago
Client Services Associate
...take "no" for an answer. We value team players, people who are more concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an...
Work at office
RH-USA Inc
Oak Brook, IL
12 hours ago
Registered Private Wealth Client Associate
...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 work
Work at office
Work from home
Shift work
Day shift
Bank of America Corporation
Chicago, IL
a month ago
Client Service Associate
...Client Service Associate Help clients succeed by delivering fast, accurate support and thoughtful solutions. You'll build trusted relationships, collaborate with global partners, and play a key role in improving how clients use treasury and cash management services...
Work experience placement
Work at office
JPMorgan Chase
Chicago, IL
1 day ago
Client Support Associate
...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...
Full time
Alphabe Insight
Chicago, IL
2 days ago
Client Service Associate
$65k - $70k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...
Work at office
Local area
Remote work
2 days per week
SCS Financial
Chicago, IL
3 days ago
Client Service Associate (Contract)
$13k - $15k
...CoinFlip and how to get started on your digital currency journey, visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company, CoinFlip! As a Client Services Associate, you will be...
Full time
Contract work
CoinFlip
Chicago, IL
a month ago
Client Service Associate - Atlanta, GA
...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
RK Partners
Chicago, IL
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Clients Associate. Be the first to apply!