Job Details

Private Client Services - Associate

Company name

Organization Type

Law Firm

Job Type


Date Last Verified

Jun 17, 2021

Valid Through

Sep 30, 2021

Posted on

Nov 06, 2019

Years of Experience

Min 7 yrs required


New York City, NY, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Services – Associate
The candidate should have 7 years of trusts and estates experience. Will have experience assisting clients in areas relating to wealth management, wealth transfer, philanthropic giving, and business succession planning. Will also have related fiduciary litigation experience in complex or high-value disputes. Must demonstrate an in-depth understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. Admission to New York required; New Jersey preferred.

Company info

Hiring Coordinator
Cozen O'Connor
45 Broadway
16th Floor
New York City, NY 10006


"Great Place"

Former Employee Member in New York City, - Reviewed on July 20, 2020

Pros : Strong leadership, the right balance of teamwork and autonomy, very encouraging as to growth and development and a great work environment.
Cons :
Career Opportunities :
Compensation & Benefits :
Work/Life Balance :
Senior Management :
Culture & Values :
Current or former employee? : Former Employee
Last Year at Employer : 2016
Job type : Full time
Length of Employment : 1-2 years

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