Client Associate
$65k - $75kUBS
UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client information updated, educating clients about account services, and preparing materials for meetings. The ideal candidate must possess Series 7 and 66 licenses, have 2-5 years of experience in client service within financial services, and be detail-oriented with strong organizational skills. A competitive compensation range of $65,000 to $75,000 is offered. #J-18808-Ljbffr
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Client Associate in Los Angeles, CA vacancy
$65k - $75k
Provides advanced client support and serves as a resource for junior associates. This role handles complex service needs, supports client presentations, and may lead specialized tasks or act as a team lead or subject‑matter resource. ESSENTIAL JOB DUTIES include but are...SuggestedFull timeTemporary workInternshipLocal areaFlexible hours$90k - $110k
...AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...SuggestedAltsWire
Los Angeles, CA3 days ago- 11-205 - Client Aide - SC/ Zahn Lilly's Place Apply for the 11-205 - Client Aide - SC/ Zahn Lilly's Place role at The Salvation Army Southern California . Mission Statement The Salvation Army, an international movement, is an evangelical part of the universal Christian...SuggestedFull timeImmediate startShift work
The Salvation Army Southern California
Los Angeles, CA9 hours ago $25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides...SuggestedHourly paySeasonal workWork from homeShift workDay shiftBank of America
Los Angeles, CA1 day ago$25 - $37 per hour
...Job Description This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...SuggestedHourly paySeasonal workShift workDay shiftDormont Manufacturing Company
Pasadena, CA1 day ago- ...RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance and accurate account records. You will manage account inquiries, perform transfers...
RBC
Los Angeles, CA3 days ago - ...Client Relationship Associate As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing...Work at office
Apollon Wealth Management, LLC
Los Angeles, CA2 days ago - ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
RBC Capital Markets, LLC
Los Angeles, CA2 days ago - ...A growing independent music label in Los Angeles seeks a Junior Artist Promotions Associate. This role involves supporting global K-pop marketing campaigns, managing project timelines, creating engaging video content, and conducting fan and industry research. Ideal for...
Hello82
Los Angeles, CA9 hours ago $20 - $30 per hour
...and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California,... ...further. Overview East West Bank is currently seeking a Private Client Associate who will be responsible for supporting the Private...Flexible hoursEast West Bank
Pasadena, CA1 day ago$81.13k - $164.57k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Responsibilities...Work experience placementWork at officeLocal areaRelocationKPMG
Los Angeles, CA3 hours ago$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a trusted resource to our clients, advisors and branch. Use your administrative...Full timeFlexible hoursRBC
Los Angeles, CA3 days ago$49.5k - $77k
...Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hoursRBC Capital Markets, LLC
Los Angeles, CA2 days ago- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Work at office
BCG Attorney Search
Los Angeles, CA5 days ago $59.47k
...products and services to millions of businesses and individual clients.We connect clie... Show more Full-time At Burberry, we believe... ...all objectives set forth by the c... Show more Full-time Client Associate/Registered Client Associate.Embrace RBC Wealth Management's core...Hourly payPermanent employmentFull timeCurrently hiringWork from homeRoyal Bank of Canada>
Beverly Hills, CA2 days ago$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Job Description As a Client Associate / Registered Client Associate, become a trusted resource to clients, advisors and branch. Use your...Full timeFlexible hours$65k - $75k
Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days of...Full timeWork at office- ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s...Work at officeLocal area
Go-Staff, Inc
Los Angeles, CA9 days ago - ...Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...
AscendHire
Los Angeles, CA9 hours ago $70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at officeFlexible hoursUBS
Beverly Hills, CA2 days ago$90k
...expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across... ..., fielding and results seamlessly and quickly. The Survey Associate position is a key enabler in the development of our Surveys team...Flexible hoursThird Bridge Group
Los Angeles, CA2 days ago$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at officeVodia Ventures
Pasadena, CA2 days ago- ...UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs)...Work at office
UBS
Beverly Hills, CA2 days ago - ...Job Summary We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. Overview The ideal candidate will...
CaskX
Beverly Hills, CA1 day ago - ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates... ...our operations running smoothly. Youll also collaborate wi Client Service, Associate, Client Relations, Service, Benefits, Retail...
Arthur J. Gallagher & Co.
Glendale, CA1 day ago $55k - $75k
...customized service is the foundation of our consistent growth. Our Correspondent Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for correspondent broker dealers, client service, and quality...Immediate startWedbush Securities
Los Angeles, CA2 days ago$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...Full timeWork at officeRemote workThe TCW Group
Los Angeles, CA8 hours ago$34.32k - $90k
...Job DescriptionClient 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 workWork at officeLocal areaMorgan Stanley
Los Angeles, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
Related searches
- client relationship associate Los Angeles, CA
- client services associate Los Angeles, CA
- client success associate Los Angeles, CA
- client engagement associate Los Angeles, CA
- client solutions associate Los Angeles, CA
- client account associate Los Angeles, CA
- registered client associate Los Angeles, CA
- senior client service associate
- client relationship associate
- client services associate