Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Client Relations Associate

$70k - $76k

UBS

UBS is seeking a full-time Relationship Manager to work in our San Francisco office with the Private Wealth Management team. The ideal candidate will ensure a personalized experience for our top-tier clients and handle client onboarding, account maintenance, and service requests. Essential qualifications include exceptional interpersonal skills, proficiency with Microsoft Office, and the ability to manage sensitive client information professionally. The indicative gross salary for this role ranges from USD 70,000 to USD 76,000 annually, with potential additional compensation. #J-18808-Ljbffr UBS

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Relations Associate in San Francisco, CA vacancy
  • $32 - $44.71 per hour

     ...Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers...  ...past job stability Education ~ Bachelors in a related field, or equivalent work experience including prior... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Citizens

    San Francisco, CA
    2 days ago
  • $32 - $44.71 per hour

    Private Wealth Non Registered Client Associate - San Francisco, CA Be the First to Apply Job Description As a Private Wealth Non-Registered Client Associate...  ...past job stability Education Bachelors in a related field, or equivalent work experience including prior... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work

    Citizens Financial Group

    San Francisco, CA
    2 days ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...Answering general non-investment related questions concerning client accounts,... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    18 hours ago
  • Citizens Bank in San Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves addressing client inquiries, facilitating transactions, and ensuring high-quality client service. Successful... 
    Suggested

    Citizens Bank

    San Francisco, CA
    4 days ago
  • $80k - $100k

    Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business. Managing...  ...investment solutions. The Client Associate / Senior Client Associate...  ...proven client service / support or related experience in the financial services... 
    Suggested
    Work at office
    Local area

    Neuberger Berman

    San Francisco, CA
    1 day ago
  • Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and clients through administrative duties and effective communication. Responsibilities include client onboarding, documenting... 

    Citizens

    San Francisco, CA
    4 days ago
  • $115k - $145k

    Description Citizens Private Bank is seeking a proactive, highly organized Client Relations Associate to support a Relationship Management Team, within our San Francisco office. The Client Relations Associate (CRA) plays a critical role in driving new business and deepening... 
    Work at office
    Local area
    Work from home
    Flexible hours
    Shift work
    1 day per week

    Citizens Bank

    San Francisco, CA
    4 days ago
  • $34.32k - $90k

    Job Description Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    San Francisco, CA
    18 hours ago
  •  ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent...  ...the company at business dinners, lifestyle events, and private gatherings. Understand client preferences and... 

    Worthland

    San Francisco, CA
    1 day ago
  • $75k - $90k

    Rockefeller Capital Management is seeking a motivated Client Associate in San Francisco. The role involves account maintenance, providing quality service to high-net-worth clients, and supporting the Private Advisor team. Candidates should have a BA/BS degree and 0-3 years... 

    Rockefeller Capital Management

    San Francisco, CA
    1 day ago
  • About This Job We’re looking for a Client Relations Associate who is passionate about client experience, proactive support, and relationship building. This role will focus on managing a portfolio of clients, ensuring they receive white-glove service while driving satisfaction... 
    Contract work
    Work at office
    Flexible hours

    Network Right LLC

    San Francisco, CA
    4 days ago
  • $25 - $30 per hour

    Bank of America is hiring for a Client Service Support role at Merrill Wealth Management in San Francisco, CA. This position involves providing exemplary client support by ensuring service offerings are communicated effectively to clients. The ideal candidate is a motivated... 
    Hourly pay
    Seasonal work

    Bank of America

    San Francisco, CA
    18 hours ago
  • A leading consultancy in technology is seeking a Client Relations Associate in San Francisco. You will manage client relationships, ensuring they receive top-tier service while driving satisfaction and retention. The ideal candidate has over two years of experience in... 
    Flexible hours

    Network Right LLC

    San Francisco, CA
    4 days ago
  • $25 - $30 per hour

    Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    18 hours ago
  • ODC is seeking enthusiastic and reliable applicants for the Client Relations Associate (CRA) role. This position reports to the Client Relations Manager and is located in the reception area of the ODC Commons and at the Theater entry when needed. Join our vibrant and collaborative... 

    Dancers Group

    San Francisco, CA
    3 days ago
  • Dancers Group is looking for a Client Relations Associate (CRA) to join our vibrant and collaborative team in San Francisco, California. This position involves creating a welcoming environment, registering clients, ensuring safety protocols, and multitasking to assist... 

    DANCERS GROUP

    San Francisco, CA
    8 days ago
  • A leading technology services company is seeking a Client Relations Associate in San Francisco. This role involves managing client relationships and ensuring exceptional service delivery while maintaining client satisfaction and retention. Candidates should have over 2... 
    Flexible hours

    Network Right

    San Francisco, CA
    4 days ago
  • $25 - $44 per hour

    About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  ...investment advice and guidance. Job Overview This role provides client service support to multiple Financial Advisors (FAs). You will... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  • $25 - $44 per hour

    Bank of America is looking for a Client Service Support Specialist within Merrill Wealth Management in San Francisco. This role provides essential support to Financial Advisors, focusing on client service excellence and operational objectives. The ideal candidate is a motivated... 

    Bank of America

    San Francisco, CA
    3 days ago
  • Bank of America is seeking a dedicated Client Service Support Specialist in San Francisco, CA. This role focuses on providing exceptional service to Financial Advisors, ensuring client needs are met while adhering to regulatory standards. The ideal candidate will hold... 
    Remote job
    Hourly pay

    Bank of America

    San Francisco, CA
    4 days ago
  • $25 - $44 per hour

    Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs. Supports enterprise strategic objectives, operational excellence goals, and client advocacy, customizing solutions for different... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    San Francisco, CA
    4 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    San Francisco, CA
    17 days ago
  • $68.2k

    Laird Norton Wetherby in San Francisco is seeking a full-time Client Associate to assist in wealth management and client services. The ideal candidate will work closely with advisory teams to provide exceptional service, manage client inquiries, and execute operational... 
    Full time
    Flexible hours

    Laird Norton Wetherby

    San Francisco, CA
    3 days ago
  • $32 - $44.71 per hour

    Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication... 
    Hourly pay
    Full time
    Work at office

    Citizens Financial Group

    San Francisco, CA
    18 hours ago
  • $72.5k - $80k

    UBS is looking for a Client Associate in San Francisco to support client relationships and investment strategies. Responsibilities include preparing reports, conducting research, and implementing investment actions in portfolios. The ideal candidate will possess strong... 
    Full time

    UBS

    San Francisco, CA
    8 hours ago
  •  ...Jeffrey Abrams An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing...  ...Bachelor's degree in Finance, Business, Economics, or related field ~0–3+ years of experience in financial... 
    Work at office
    Immediate start
    Flexible hours

    Robert Half

    San Francisco, CA
    12 days ago
  •  ...Role: Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial...  ...–6+ years of experience within alternative investments, private equity, hedge funds, or asset management Have direct... 
    Remote work

    A-Frame Search Partners

    San Francisco, CA
    1 day ago
  • $165k - $275k

     ...investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments,...  ...Management business. This includes matters related to the Firm's broker‑dealers, investment advisers... 
    Temporary work
    Worldwide

    PowerToFly

    San Francisco, CA
    4 days ago
  • $68.2k

    Location: San Francisco, CA Client Associate We are seeking a full-time...  ...You will work with a team of wealth management professionals and...  ...and gifts, including drafting related correspondence. Generate...  ...or more years’ experience in private wealth management, client services... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Remote work
    Flexible hours

    Laird Norton Wetherby

    San Francisco, CA
    3 days ago
  • Bank of America is seeking a team player to provide exceptional client service support to multiple Financial Advisors. Responsibilities include educating clients on banking offerings, ensuring the accuracy of materials, and managing relationships effectively. The ideal... 
    Remote job

    Bank of America

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Client Relations Associate. Be the first to apply!