Wealth Management Client Associate
UBS Financial Services Inc.
UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will have 3-7 years in client service within finance, a finance-focused Bachelor’s degree, and strong communication and organizational skills, with proficiency in MS Office. #J-18808-Ljbffr UBS
- ...Wealth Management Client Associate Bainbridge Island, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers... ...Bachelor’s or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the ability to...SuggestedFull time
$25 - $44 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The role requires 5+ years of related experience, a four-year degree or cert...Suggested
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities. You will build client...
- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in...Full time
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- Bank of America on Bainbridge Island, WA seeks a Client Services Associate to support Merrill Wealth Management by addressing client needs and assisting Financial Advisors. You will help educate clients about banking offerings and ensure accurate, timely materials while...
- JPMorgan Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management. The role focuses on processing account openings, money movements and trades while helping...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...Local area
$65k - $85k
...you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate... ...Office Suite About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We...Full timeWork at officeFlexible hours$45k - $70k
What is the opportunity? Embrace RBC 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...Full timeFlexible hours$80k - $100k
...financial planning, investment management, business management, tax,... ...legally bound to act in our clients' best interests — always.*... ...relationship. The Client Development Associate (CDA) plays a key role in... ...Vice President (RVP) and the Wealth Management Team (WMT), the CDA...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$60k - $70k
...financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals, build on your...Temporary workWork at office$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 office$52k - $60k
...is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy supporting...Full timeWork at office$165k - $250k
...’s largest alternative asset manager. Blackstone seeks to deliver... .... Business Unit The Private Wealth Public Funds Legal group supports... ..., Operations, Institutional Client Solutions, Finance, Tax,... ...practicing law as a law firm associate or in-house counsel, preferably...Local area- Senior Manager, Enterprise Talent Services @ Motion Recruitment Our client, a major investment management company, is looking for a Client Services Associate to join their team in Seattle! This is a hybrid position, and applicants must be comfortable working on site 3-...Contract work3 days per week
$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of... ...We are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours- ...Job Description Job Title: Client Services Lead Reports To: The Client... ...Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview... ...transactions. Performs duties associated with shipping and receiving of materials...Work experience placement
$49.5k - $77k
...professional relationships with clients by assisting them and... ...development through coaching and managing opportunities. Ability to... ...range for the Registered Client Associate role is $49,500 - $77,000 and... ...Type: Full time Platform: WEALTH MANAGEMENT Job Type:...Full timeFlexible hours$90k - $110k
...Registered Client Associate The Simmons Group is a financial advisory practice that works as advocates for high net-worth clients... ...Bachelor's or associate's degree ~2+ years of experience in wealth management ~ Successful completion of the (SIE) Securities Industry...Full timeTemporary workWork at officeLocal areaFlexible hours- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ..., is seeking a Client Service Associate to support their advisory team. This is... ...client service experience within an RIA, wealth management, or financial services firm ~ Custodial...Full time
- ...operational and administrative support to Client Advisors in their daily practices,... ...experience working with financial custodians and managing custodian-related processes. ~... ...preferred ~ Series 65 a plus ~ Composition Wealth does not provide immigration-related sponsorship...Full timeH1bWork at office
- ...point of contact supporting client relationships and service interactions... ...role you will independently manage complex transactions, oversee... ...meetings Mentor junior associates and be a model of values and... ...preferred ~ Composition Wealth does not provide immigration-...Full timeH1bWork at office
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience... ...services, training, or project management Develop and improve... ...preferred; experience within an RIA, wealth management firm, or financial...Full timeWork at office
- Sound Philanthropy seeks a full-time Client Associate to join our growing team. Approximately 80% of the Associate’s time is spent managing a portfolio of clients, in partnership with our leadership team. The Associate plays a key role in supporting philanthropic clients...Full timeWork at officeRelocation package2 days per week3 days per week
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