Wealth Management Client Services Associate
UBS Financial Services Inc.
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), 3–5 years of finance-sector client service experience, and a finance-focused bachelor’s degree. Proficiency in Microsoft Office is required. #J-18808-Ljbffr
$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... ...mutual funds, annuities, insurance, and managed accountsReports to:Business Service...SuggestedTemporary workWork at officeLocal area$100k - $120k
...Job Description An established, nationally recognized wealth management firm providing comprehensive investment, financial planning... ..., foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional...SuggestedPermanent employmentWork at officeLocal areaWork from home$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... ...team Youll be working as part of UBS Wealth Management Americas in the Beverly Hills...SuggestedFull timeWork at officeFlexible hours$95k - $105k
...Curated Wealth Partners is seeking a Client Service Associate for our Wealth Management firm in El Segundo, CA. We are a multi-family office and investment advisory firm working with ultra-high-net-worth families. We believe our clients are our partners and we guide them...SuggestedWork at office- ...nationally recognized, ultra-HNW wealth management and family office that... ...planning, and fiduciary advisory services. It is part of one of the... ...HNW and institutional clients. The firm has approximately... ...OVERVIEW : This CSA/Trading Associate is responsible for extensive...SuggestedWork at officeWork from home
$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... ...procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork from homeShift workDay shift- ...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...
$180k
...Compensation: Up to $180,000 About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience... ...hire will play a central role in keeping client service, investment operations, and alternative...Flexible hours- ...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 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...
- ...Wealth Management Client Associate Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$59.47k
...financial products and services to millions of businesses and individual clients.We connect clie... Show... ...Full-time As the Client Manager you will ensure... ...Client Advisor In Chase Wealth Management.Morgan Chase... ...more Full-time Client Associate/Registered Client Associate...Hourly payPermanent employmentFull timeCurrently hiringWork from home$90k
...0 investment firms, offering clients 24/7 coverage through our team... ...and quickly. The Survey Associate position is a key enabler in... ...keep them updated on progress. Managing Projects: You will coordinate... ...driven, process-oriented, client-servicing environment Superior writing,...Flexible hours- ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates... ...keep our operations running smoothly. Youll also collaborate wi Client Service, Associate, Client Relations, Service, Benefits, Retail...
$22 per hour
...Client Service Associate This is a Full-Time position. Monday through Friday, 8:30am to 5:30pm. Remote work available, but must reside in Arizona... ...an organized, detail orientated individual who is able to manage multiple projects at once in a fast-paced environment, with...Hourly payFull timeWork at officeRemote workMonday to Friday$19 - $20 per hour
...Client Service Associate The anticipated base salary range for this position is $19 to $20 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role is based at our corporate office in Los Angeles, CA or open to remote....Hourly payTemporary workLocal areaRemote workFlexible hours$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office$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... ...role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor...Full timeWork at officeRemote work- ...About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive... ...looking to grow a career in client services, account management, or customer success. Location: Los Angeles, CA Employment...Full time
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor... ...), special projects and/or other duties directed by local management Administrative Support Answering inbound phone calls or...Temporary workWork at officeLocal area$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions... ...and competitive market analyses. Reporting to the Regional Manager, Surveys, the associate will interact daily with clients,...Full timeWorldwideFlexible hours
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) teams on a daily basis.... ...), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or...Temporary workWork at officeLocal area$55k - $65k
...investment bank and full service broker-dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Newport... ...operations of a growing wealth management practice....Local area$35.15k - $90k
...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Full timeTemporary workWork at officeLocal area$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services... ...in sophisticated estate planning, wealth transfer planning, tax strategy,... ...~ Strong organizational and project management abilities ~ Interest in sophisticated...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
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