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Private Client Service Associate Jobs in Illinois

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

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 ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

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 ...

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Private Client Service Associate information

What does a private client service associate do?

A private client service associate provides support to financial advisors by managing client accounts, preparing documentation, and handling inquiries. They often assist with account maintenance, client communication, and use financial software to ensure accurate and timely service for high-net-worth clients.
Infographic showing various Private Client Service Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Private Client Services Associate Attorney (Midlevel) - Bellevue

Chicago, IL • On-site

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Direct Counselexternal

$365K - $420K/yr

Other

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

Private Client Services Associate Attorney - Midlevel

Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.

The Role
  • Advise individuals and families on sophisticated estate and tax planning.
  • Handle complex trust and estate administration, including trust modifications and decanting.
  • Advise on business interests, unique assets, transfer tax matters, and family office structures.
  • Assist with tax controversy matters before the IRS.
  • Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
  • 4–6 years of trust and estate planning/administration experience.
  • Strong transactional and estate planning background.
  • Excellent drafting, analytical, and communication skills.
  • Strong academic credentials.
  • LL.M. in Taxation preferred but not required.
Compensation & Benefits
  • $365,000–$420,000 annual salary, depending on experience.
  • Discretionary bonus
  • 401(k)
  • Medical, dental, and vision insurance
  • Paid holidays and leave
  • Family care benefits

Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York, NY | San Francisco, CA | Washington, D.C.

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