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Private Client Associate Jobs in Massachusetts (NOW HIRING)

Robert Half

Private Client Associate Attorney

Boston, MA · On-site

$180K - $230K/yr

Private Client Associate Attorney Location: Boston, MA Salary: $180,000 - $230,000 (depending on experience) Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in office ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site +1

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $110K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

Rockefeller Capital Management

Client Associate

Boston, MA · On-site +1

$45K - $110K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will ...

Rockefeller Capital Management

Client Associate

Boston, MA · Hybrid

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor teamwithin our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate.The Client Associate will ...

Rockefeller Financial

Client Associate

Boston, MA · On-site

$45K - $90K/yr

  • Medical

  • Retirement

  • PTO

Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will ...

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Private Client Associate information

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

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For Private Client Associate jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Massachusetts look for?

The top searched job categories for Private Client Associate jobs in Massachusetts are:

What cities in Massachusetts are hiring for Private Client Associate jobs?

Cities in Massachusetts with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Massachusetts as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Private Client Associate Attorney

Robert Half

Boston, MA • On-site

$180K - $230K/yr

Full-time

Posted 11 days ago

Job description

Our client, a well-established law firm, is seeking a mid-level Attorney to join a private client practice serving individuals and families with significant wealth in Boston, Massachusetts. This position focuses on delivering thoughtful legal counsel across estate planning, trust and estate administration, tax-sensitive wealth transfer, and related advisory matters. The ideal candidate combines strong drafting ability with excellent client communication and brings a detail-oriented, discreet approach to building lasting client relationships.


Role: Private Client Associate Attorney

Location: Boston, MA

Salary: $180,000 - $230,000 (depending on experience)

Schedule: Hybrid (3 days in, 2 days remote) AFTER the first 90 days in office


Responsibilities:

  • Advise high-net-worth individuals, families, and fiduciaries on sophisticated estate planning matters.
  • Draft and implement comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, and related documents.
  • Counsel clients regarding wealth transfer strategies, lifetime gifting, tax-efficient planning, and charitable giving.
  • Handle the administration of taxable and non-taxable estates and trusts from inception through completion.
  • Advise clients regarding federal and state estate, gift, and generation-skipping transfer tax matters.
  • Prepare and review estate and trust administration documents, probate filings, fiduciary accountings, and related tax filings in coordination with advisors.
  • Work closely with clients, accountants, financial advisors, and other professionals to develop customized planning solutions.
  • Build and maintain trusted, long-term client relationships through exceptional responsiveness and service.
  • Collaborate with partners and colleagues on sophisticated planning matters while managing an independent caseload.

Requirements:

  • 3–9 years of experience in trusts and estates, estate planning, or private client services.
  • J.D. from an accredited law school with strong academic credentials.
  • Active admission to the Massachusetts Bar.
  • Experience representing high-net-worth individuals and families.
  • Strong knowledge of: estate planning strategies, trust and estate administration, wealth transfer planning, estate, gift, and generation-skipping transfer tax planning.
  • Excellent drafting, analytical, and legal writing skills.
  • Outstanding verbal communication and interpersonal skills.
  • Ability to manage multiple matters while maintaining exceptional attention to detail.
  • Demonstrated ability to work both independently and collaboratively within a team environment.
  • Commitment to maintaining the highest standards of professionalism, discretion, and confidentiality.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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