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A bit about us:

Full-service, top firm in southern California, serving clients from around the globe for more than 60 years. Dedicated to employee and client success.

Why join us?

  • Fantastic firm with great reputation - industry recognized thought leaders
  • Strong comprehensive benefits and compensation package
  • Commitment to a strong culture - consistently ranking in the top for culture, wellbeing, hours, etc.
  • Standards of a top-tier national firm, but prioritize personalized attention typically associated with smaller firms

Job Details

Seeking a Private Client Services Associate to join our team with 3-9 years of experience. Must have a strong interest in servicing high net worth clients. This is a full time in-office role, so please only apply if that's okay for you.

The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors.

Responsibilities: This role involves frequent and direct client and client-advisor interaction from the earliest stages of practice, and requires daily engagement with other members of the PCS team, as well as frequent collaboration with other practice areas supported by the firm.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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