Client Meaning Jobs in Usa

Longwave Financial, an independent advisory firm, is excited to hire a financial advisor/relationship manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive at Longwave.

The Role:

You will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment team creates, manages and trades the portfolios.

The Fit:

You view being an advisor as a calling rather than a profession. Being of service to clients is a privilege that you honor through dedication and commitment. You are interested in sustainability and want to be part of a firm that lives its values. You expect a lot of yourself, are driven to excel and understand that this is your life's work.

Your Experience:

·       B.A.

·       CFP or in process of obtaining designation.

·       At least 5 years of hands-on advisor experience including leading meetings, providing proactive financial planning advice and making investment recommendations.

·       If fully licensed (series 7, 66 and NYS Life & Health), clean U4.

Your Skills:

·       Very team-oriented

·       Strong, adaptive technology abilities

·       Intellectual curiosity and passion for our business

Our office is located in Grand Central and our hybrid schedule is in office M-Th with Fri WFH. You will occasionally travel to see clients in our Hudson Valley location or in other states.

Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who take March Madness way too seriously, talk about food while eating food and know a lot of movie trivia, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. 

Do you have a passion for relationship management and the personal touch of the financial advisory space, but don't want to be targeted on hard sales and cold calls?

If your passion lies in developing and nurturing relationships, rather than being transactional, this could be a breath of fresh air.

We are currently partnered with one of the leading privately owned wealth management firms in the U.S. who are seeking a Private Client Relationship Manager to join their Advisory Group.

Their Advisory Group solely focuses on building deep relationships with their clients to deliver a high level of service, and achieve their financial goals.

What You'll Be Doing:

• Build strong, lasting relationships with high-net-worth clients, ensuring their financial goals and needs are being met.
• Explain and educate clients on investment strategies, providing insights on market trends and current positioning.
• Regularly speak with clients, maintaining a proactive approach to review their positions and any potential life changes that may impact their goals.
• Collaborate with internal teams to ensure the best outcome for your clients.

Is It For You:

• You have a passion for discussing capital markets, global events, and their impacts on portfolios.
• You are a natural people person, priding yourself on your ability to develop meaningful relationships to deliver a high level of service in everything you do.
• You're skilled at explaining complex financial terms and events to a broad audience.

Why This Firm:

• No sales and prospecting, your focus is 100% on building trusted relationships with high-net-worth individuals.
• Strong internal support, with ongoing training and working closely with senior leadership to deliver real value to your clients.
• Excellent career development, with a clear path for advancement and opportunities to move across teams and offices.
• Well compensated, with a competitive base salary, performance bonus, and one of the best benefit packages in the industry.

If you're looking to transition into a purely relationship management focused opportunity, let's talk.

Meet Our Team:

Pegasystems is a global leader in enterprise workflow automation and decisioning. Our Client Executives drive strategic, high value engagements with C-suite leaders and influence sales strategy, talent development, and product direction.

Picture Yourself at Pega:

You’ll lead the most complex enterprise opportunities, advising C-level executives on digital transformation while shaping industry conversations through thought leadership. You’ll drive Pega’s more strategic client transformation initiatives, build executive networks, and lead prospecting strategy—owning the full sales cycle from pipeline creation to close.

What You'll Do at Pega:

• Lead high value, complex enterprise sales cycles helping advise C-suite leaders on digital transformation

• Drive AI and ecosystem thought leadership while providing market intelligence to influence product strategy

• Demonstrate hunting ability working within strategic accounts to open up new business and build off existing footprints

• Represent Pega at key industry events

• Lead client change management efforts to shape sales methodology and prospecting best practices

• Build C-level networks and inbound thought leadership

• Partner with marketing on demand generation initiatives and leverage ecosystem partners for enterprise referrals and co-selling

Who You Are:

A proven leader in enterprise software, AI and digital transformation, skilled in consultative selling, executive relationship building, complex change management, and ecosystem orchestration. You thrive in strategic, insight driven C-suite engagement and enterprise prospecting.

What You've Accomplished:

• 10+ years enterprise software sales experience

• Strong success with complex, strategic accounts hunting for new logos and within existing accounts

• Experience strategically prospecting/radiating in complex accounts

• Recognized thought leadership (speaking, content, awards)

• Trusted advisor to C-level executives

• Influence on product direction through client feedback

• Leadership of major client transformation initiatives

Pega Offers You:

• Market leading Forrester and Gartner technology and referenceable clients

• A high impact, collaborative sales environment

• Executive visibility and influence on strategic accounts

• Competitive base, uncapped commission with aggressive accelerators, and equity

• Comprehensive benefits that support work life balance

Additional Information

Base salary range for this role is 128,700 - 196,000 USD annually. This role may also be eligible for annual bonus OR commission, as well as benefits and other incentives.

The final compensation will be determined during the offer process based on the candidate's education, experience, skills, and qualifications, as well as market conditions and may vary from the posted range. We will share an information on benefits, bonus/commission, and other pay components for this role at the relevant recruitment stage.

AI in Action – Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes. We may support parts of our recruitment process with automatic processing and, if required by law, you may in such cases have the right to request human intervention, challenge the outcome of such processing and comment on it.

Culture – At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.

We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.

As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.

Export Compliance – For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.

Accommodations – If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us here or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.

Labor Condition Applications

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Pegasystems Limited UK Gender Pay Gap Statement

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Location: Lyndhurst, NJ (in-office preferred; flexibility may be available depending on fit)

Type: Full-time

About Tekcard Payments

Tekcard Payments is a payment processing and technology company supporting merchants nationwide and a growing ISO/partner channel. We run a fast-paced operation where everyone wears multiple hats and client experience matters.

The Role (Not Generic “Customer Service”)

We’re hiring a Payments Client Services Analyst to support merchants and partners across day-to-day servicing, onboarding coordination, and light operations tasks. This is a B2B, finance-operations style support role—ideal for someone coming from banking, accounting support, fintech, merchant services, or other detail-driven client operations.

You will handle merchant requests, coordinate with internal teams (Underwriting/Risk/Tech/Accounting), and keep accounts moving. You may also support our Premier ISO/Partner channel with status updates, documentation requests, and basic system tasks.

What You’ll Do

• Merchant Support (B2B): Handle inbound merchant questions via phone/email/ticketing—funding/deposit questions, batching, statements, charge schedules, and general account support.
• Partner / ISO Channel Support: Assist partners with onboarding status, missing items, and basic platform/process questions (with clear escalation paths).
• Light Operations / Account Maintenance: Update merchant profiles (bank updates, ownership changes, contact changes), help key/confirm data in internal systems, and ensure clean documentation.
• Issue Triage + Escalation: Identify what’s a client education issue vs. a technical issue vs. a risk/underwriting issue; escalate with clean notes and supporting details.
• Chargeback/Dispute Assistance: Guide merchants on dispute documentation and timelines; route cases appropriately.
• Documentation & Case Notes: Maintain accurate notes, checklists, and follow-ups so nothing falls through the cracks.

You’re a Strong Fit If You…

• Communicate clearly and professionally (written + verbal).
• Are organized and comfortable working multiple queues at once.
• Like structured work: checklists, documentation, clean notes, follow-ups.
• Can learn systems quickly (CRM/ticketing, portals, spreadsheets).
• Can stay calm when a merchant is stressed about money/timing.

Relevant Backgrounds That Translate Well

We’re intentionally trying to avoid “retail-only customer service.” Strong backgrounds include:

• Bank branch operations, deposit ops, treasury support, ACH support
• Accounts receivable / billing support / client accounting support
• Mortgage servicing support / loan operations / escrow processing
• Merchant services support, fintech support, payment operations
• B2B customer support where accuracy + documentation mattered

Requirements

• 1–3+ years in a client-facing operations role (banking, fintech, accounting support, merchant services, etc.)
• Strong attention to detail and comfort with systems + Excel/Google Sheets
• Ability to handle sensitive information with professionalism and discretion

Nice to Have

• Payments/merchant services exposure (funding, batching, statements, chargebacks)
• Experience supporting partners/agents/ISOs (B2B channel support)
• Familiarity with onboarding workflows and verification steps
• Equal Opportunity Employer: Tekcard Payments is an equal opportunity employer.

Position Summary:

The Manager of Client Services and Community Outreach at Entrusted Hearts Home Care leads efforts to ensure exceptional client care while driving growth through community engagement. This role oversees daily office operations, develops and maintains key referral relationships, executes marketing initiatives, and fosters client acquisition, satisfaction, and retention. The ideal candidate is self-motivated, relationship-focused, and passionate about making a meaningful impact in home care.

Entrusted Hearts Home Care, a division of Baptist Village Communities, is a growing private duty home care agency serving Owasso and the surrounding areas, committed to providing compassionate, high-quality care. We’re seeking someone who is passionate about connecting with the community, building strong relationships, and helping families access the care they need. If you thrive in a dynamic environment, love engaging with people, and want to make a meaningful impact every day, this is the role for you.

Key Responsibilities:

• Manage efficiently while ensuring high-quality care and exceptional customer service.
• Oversee daily operations of the office in alignment with the organization’s mission, vision, and core values.
• Execute the Home and Community-Based Services (HCBS) strategic marketing plan to achieve growth goals and objectives.
• Position Entrusted Hearts Home Care (EH) as a leader in HCBS within its service area; expanding service opportunities as a result of increasing brand awareness, extending outreach, and generating referrals.
• Focus on client acquisition, satisfaction, and retention.
• Engage with the local community by participating in events and collaborating with organizations and professionals that serve our target audience through community marketing efforts.
• Develop trusted relationships with church and not-for-profit senior living community leaders.
• Cultivate partnerships/relationships with key referral sources with a minimum of 20 in-person visits per month.
• Maintain a detailed marketing and activity log.
• Establish and follow an inquiry process that ensures timely responses, confidence in the organization, and a high inquiry conversion rate.
• Review inquiries to determine next steps and action items.
• Conduct case conferences to ensure client needs are being met.
• Participate in quarterly reviews with the EH Director to evaluate progress toward performance metrics.
• Perform other tasks as assigned by the EH Director.

Qualifications

• Must be self-motivated and able to work independently
• Must possess strong interpersonal skills, the capability of relating to various people and personalities, and must maintain a professional appearance.
• Must demonstrate the ability to hire, direct, and manage personnel.
• Must possess strong organizational and time-management skills.
• Must have a valid Driver's License.
• Must pass a background screening.

Working Requirements

• Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately to meet the position requirements.
• Must be able to bend, stretch, reach, lift, or move up to 25 pounds at a time, turn, and walk. Occasionally lift/move up to 50 pounds.

Benefits

• 403B Retirement savings plan
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Paid personal time off
• Referral bonus program
• Tuition reimbursement
• Vision insurance

Interested applicants can apply on our website at

• Lead and support client marketing cycles for Listing/Seller initiatives, driving targeted campaigns that generate high-quality seller leads for top real estate professionals.
• Lead and support client marketing cycles for Buyer initiatives, leveraging lead-generation products, demand generation strategies, and sales collaboration to grow quality buyer leads.
• Lead the end-to-end execution of client webinars and educational programs, from initial content planning and curriculum design to driving high-volume attendance through targeted marketing campaigns.
• Partner cross-functionally to support product launches and programs that align consumer experiences with client-facing products and other key initiatives.
• Optimize client and consumer journeys, identifying opportunities to create seamless and high-impact touchpoints between buyers, sellers, and real estate professionals.
• Collaborate with Demand Generation, Sales, and Product teams to ensure alignment across all marketing efforts, driving measurable improvements in conversion rates and customer satisfaction.
• Analyze program performance, track KPIs such as lead retention rates and NPS scores, and use data to refine and optimize future marketing strategies.
  
  

• 8+ years of experience in B2B or B2B2C marketing, with a focus on lead generation, customer engagement, or lifecycle marketing.
• Bachelor's degree or equivalent experience.
• Proven ability to develop and execute marketing programs that drive customer acquisition, engagement, and retention.
• 4+ years experience in real estate, proptech, fintech, or a related industry, with a deep understanding of buyer and seller dynamics.
• Strong analytical skills and experience using data to optimize marketing programs and improve performance metrics.
• Exceptional communication and storytelling abilities, with a knack for crafting compelling messaging that resonates with customers.
• Experience working cross-functionally with Sales, Product, and Customer Success teams to execute high-impact marketing initiatives.
  
  

• You’ve successfully launched and scaled marketing programs that connect consumers with professionals in a marketplace or platform-based business.
• You have experience working with CRM and marketing automation tools.
• You’ve led initiatives that improved customer NPS scores, lead conversion rates, or engagement metrics.
• You have a passion for real estate and a strong understanding of how agents and brokers grow their businesses.
  
  

We are seeking an Administrative Specialist (Client File Management) to join our team.

Hourly Range: $16.50 - $18.50

This role is responsible for uploading documents, managing/auditing and entering data into the electronic management systems associated with Cornerstones of Care and the Kansas Department for Children and Families (DCF). This role requires strict standards of confidentiality, excellent communication, and customer service skills to manage a wide range of sensitive records and documents from diverse sources and stakeholders. As a member of the KS Foster Care team, you will work with other team members and report to our Administrative Manager.

WHAT YOU WILL DO:

• 
  
• Completes data entry and uploading of designated items into Department of Children & Families (DCF) and Cornerstones of Care electronic client management systems (i.e., Care Match & Avatar).
  
• Organizes and maintains youth files including client records, in accordance with agency/program standards, Department of Children & Families requirements, and other governing directives.
  
• Duties could include maintaining court calendar & court documents, tracking the acquisition of various records, and ensuring client files correctly contain all necessary documentation.
  
• Perform periodic client file audits according to both external and internal expectations laid out by Cornerstones of Care and the Department of Children and Families.
  

WHAT YOU WILL BRING:

Our ideal candidate will have 2 years of administrative, clerical, and/or quality assurance experience, in addition to familiarity with electronic medical record maintenance, and the following:

• 
  
• Bachelor's or Associate's degree in related field, preferred.
  
• Familiarity with Foster Care Case Management, preferred
  

REQUIREMENTS:

• 
  
• High school diploma or equivalent with 2 years of relevant experience.
  
• At least 21 years of age and pass background check, physical, and drug screening.
  
• A valid driver's license, proof of current vehicle insurance, and reliable transportation.
  

WHO WE ARE:

Cornerstones of Care is a mental and behavioral health nonprofit certified in trauma-informed care that provides evidence-based prevention, intervention, treatment, and support services to help children and families improve their safety and health by making positive changes in their lives. Each year, our team empowers children and families in Kansas, Missouri, and beyond through three key service areas:

• 
  
• Youth & Family Support - We help youth gain independence through social and living support programs while empowering families with the skills and resources they need to become resilient and successful.
  
• Foster Care & Adoption - We reunify and unite families while recruiting and providing support to foster parents and youth in foster care.
  
• Education & Community Trainings - We help students achieve academic success while giving educators the tools to create safe learning environments to improve their students' behaviors and offer innovative learning opportunities to build and improve knowledge in the community.
  

CORNERSTONES OF CARE'S ORGANIZATIONAL COMMITMENTS:

• 
  
• Nonviolence - helping to build safety skills and a commitment to a higher purpose.
  
• Emotional Intelligence - helping to teach emotional management skills.
  
• Social Learning - helping to build cognitive skills.
  
• Open Communication - helping to overcome barriers to healthy communication, learn conflict management.
  
• Democracy - helping to create civic skills of self-control, self-discipline, and administration of healthy authority.
  
• Social Responsibility - helping to rebuild social connection skills, establish healthy attachment relationships.
  
• Growth and Change - helping to work through loss and prepare for the future.
  

OUR WIDE STATEMENT:

At Cornerstones of Care, we commit to fostering a community where every individual, regardless of background or identity, feels deeply welcomed, valued, and empowered. We envision a diverse community where inclusion and welcoming are prioritized. A community where all voices are heard, listened to, and respected. A community where everyone's physical, emotional, social, and psychological needs are met. At Cornerstones of Care, we have a vision where equity is not just a goal but is present in all we do; every team member feels empowered to authentically contribute to their fullest potential. We hold a collective commitment to WIDE (welcoming, inclusion, diversity, and equity) that will drive us forward as a stronger organization.

OUR DIVERSITY STATEMENT:

• 
  
• We partner for safe and healthy communities.
  
• We cultivate a culture in which children, families, team members, volunteers, donors, and community partners feel welcomed, safe, respected, empowered, and celebrated.
  
• We value diversity of race, religion, color, age, sex, national origin or citizenship status, sexual orientation, gender identity and expression, geographical location, pregnancy, disability, neurodiversity, socio-economic, and military status.
  
• We stand for anti-racism, equity, and inclusivity.
  
• We insist and affirm that discrimination and violence have no place in safe and healthy communities, including in our organization.
  
• We strive toward a more welcoming, inclusive, diverse, and equitable organization through our policies, partnerships, and practices.
  

OUR BENEFITS:

Cornerstones of Care offers a competitive benefits package, which includes:

• 
  
• 9 Paid Holidays, Unlimited Paid Time Off, and Paid Sick Leave
  
• Team members who work at least 30 hours per week are eligible for
  
  • 
    
  • Health insurance benefits (medical, prescription, dental, vision)
    
  • Cafeteria plans (Health Savings Account (HSA) and Medical and Dependent Care Flexible Spending Accounts)
    
  • Ancillary insurance benefits (accident insurance, critical illness insurance, hospital indemnity insurance, short-term disability insurance, voluntary life)
    
  • Cornerstones of Care provides long-term disability insurance and basic term life/AD&D insurance at no cost to the team member
    
  
  
  
• Retirement savings plan (401K) with employer match
  
• Pet Insurance
  
• Employee assistance program (EAP)
  
• Tuition reimbursement program
  
• Public Service Loan Forgiveness.
  
• To view more information on our benefits, please visit our Job Openings page at Join Our Team - Cornerstones of Care to download the current benefits guide.
  

Questions?

Please contact: Cornerstones of Care, People Experience Team

8150 Wornall Rd., Kansas City, MO 64114

Phone: Fax:

Like us on Facebook at: cornerstonescareers

Cornerstones of Care is an Equal Opportunity Employer

Marsh McLennan Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan. A day in the life. As our Client Manager on the Business Insurance Select team, you will manage relationships with clients to provide best in class service and drive growth. You'll serve as the client contact to answer questions, resolve billing issues, make policy changes while delivering prompt, courteous, knowledgeable assistance with your day-to-day communications, including renewals, certificates, endorsements, etc.

Our future colleague. We'd love to meet you if your professional track record includes these skills: A high school diploma is required. Minimum of three (3) years Business Insurance experience. Insurance designations (i.e. INS, AAI, CISR) and/or demonstrated knowledge of Business Insurance coverages. Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future. These additional qualifications are a plus, but not required to apply: Associates or Bachelors degree preferred. Property & Casualty license (or ability to obtain within 90 days). Experience working with EPIC, Sagitta, and ImageRight. We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering. Tuition reimbursement and professional development opportunities. Flexible hybrid work. Charitable contribution match programs. Stock purchase opportunities.

Description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Summary:

This role supports Conventional Debt Asset Servicing operations, providing day-to-day transactional, analytical, and client service support across a portfolio of financial products. This is a 6-month contract-to-hire opportunity based in Pittsburgh, PA. The team manages high-volume operational activity, reconciles data discrepancies, and serves as a key liaison between issuers, brokers, and internal partners. Candidates must be detail-oriented, adaptable, and eager to learn complex financial processes, with long-term conversion potential evaluated around the six-month mark.

Key Responsibilities:

• Operational & Transaction Support: Perform daily operational and financial transactions, supporting back-office asset servicing functions and assigned accounts or programs.

• Analysis & Reconciliation: Review data, rates, maturities, and payment information to identify discrepancies, investigate root causes, and resolve issues through proper escalation.

• Client & Stakeholder Communication: Support daily communication with issuers and brokers primarily via email, partnering with internal leads for client calls as needed.

• Portfolio & Lifecycle Management: Assist in managing portfolios from onboarding through maturity, including trades, day-to-day escalations, and coordination with internal corporate action teams.

Qualifications:

• Bachelor’s degree or equivalent experience

• 1–2 years of total work experience preferred (entry-level candidates considered)

• Strong attention to detail and problem-solving skills

• Clear written and verbal communication abilities

• Ability to self-manage, prioritize, and process high volumes of information

• Proficiency in Microsoft Office, including Excel (Pivot Tables - Macros a plus)

• Ability to read, interpret, and analyze financial data

Preferred Experience:

• Experience in asset servicing, treasury services, or financial operations

• Background in corporate or public finance

• Experience in insurance or healthcare operations environments

• Prior exposure to high-volume, ticket-driven operational workflows

Why Join Us:

This role offers hands-on exposure to asset servicing within a collaborative team environment, with structured learning and a steep but supported learning curve. Candidates gain experience across the full lifecycle of financial products while building strong operational and communication skills. With a clear path to conversion, this opportunity is ideal for professionals seeking long-term growth in financial services operations.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below:

· You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters –

o Drafting and implementing robust estate plans tailored to each client's financial and personal objectives;

o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth;

o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and

o Working closely with clients' broader advisory team (financial planners, accountants) and alongside the firm's tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates.

· With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals.

· This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance).

· Elevation typically occurs in the 10th year of practice.

· Cravath-scale salary.

· Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice).

*Current experience as a trust & estate associate at an AmLaw firm is required*

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance