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Private Client Associate Jobs in New Rochelle, NY

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

Private Client Services Associate Attorney

KOB Solutions , Inc.

Manhattan, NY • On-site

$245K - $330K/yr

Other

Re-posted 10 days ago

Job description

Private Client Services Associate Attorney

Location: New York, NY

HYBRID work environment available

Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment.

Candidate Profile:
  • JD from a top-tier law school with a strong academic record.
  • New York Bar Admission or the ability to waive in.
  • LL.M. and strong tax background required.
  • 2–4 years of substantive law firm experience in trust and estates law.
  • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts.
  • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
  • Detail-oriented with the ability to work independently and manage client contact.
  • Supervisory skills to direct paralegals in a collaborative environment.
Key Responsibilities:
  • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration.
  • Draft complex wills and trusts tailored to client needs.
  • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met.
  • Prepare client presentations and conduct tax calculations and analyses.
  • Collaborate with a team of attorneys and paralegals to deliver superior client service.
Why Join Us?

This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement.

The firm offers a competitive compensation package, with an annual salary range of $245,000–$330,000, commensurate with experience and market factors. Additional benefits include discretionary bonuses, firm-sponsored incentive programs, and a comprehensive suite of employee benefits.

Application Requirements:

Interested candidates should submit a cover letter, resume, and a writing sample.

Our client is an Equal Opportunity Employer.

Apply