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

Registered Client Associate

UBS Financial Services Inc.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Associate in Seal Beach, CA vacancy
  • $65k - $75k

     ...Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help...  ...Seal Beach branch. Qualifications Series7 and66 licenses (for registered CSAs only) Ideally 3+ years of experience in client service, within... 
    Suggested
    Full time
    Work at office

    UBS

    Seal Beach, CA
    5 days ago
  • $34.32k - $90k

     ...Registered 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... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Newport Beach, CA
    5 days ago
  • $45k - $85k

    Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality... 
    Suggested
    Work experience placement
    Work at office

    Fwainvest

    Newport Beach, CA
    3 days ago
  • $55k - $80k

     ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial

    Newport Beach, CA
    3 days ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a...  ...as neededProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Morgan-Stanley

    Newport Beach, CA
    1 day ago
  • $49.5k - $77k

     ...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Newport Beach, CA
    more than 2 months ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a...  ...needed Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities... 
    Full time
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Newport Beach, CA
    1 day ago
  •  ...Wealth Management Client Associate Newport Beach, California To proceed with your application, you must be at least 18 years of age...  ...of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    4 days ago
  • $62.63k - $104.44k

     ...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the... 
    Full time
    Work at office
    Work from home
    Monday to Friday

    LPL Financial

    Newport Beach, CA
    2 days ago
  • UBS is seeking a client service professional at our Seal Beach, California, location. In this role you will support Stumpo Sikorski Wealth Management by keeping client records current and educating clients on account services and capabilities. You will assist in preparing... 

    UBS

    Seal Beach, CA
    1 day ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...  ...day condition of employmentIf you were registered after October 1, 2018 you must also have... 

    JP Morgan Chase

    Newport Beach, CA
    1 day ago
  • Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment... 

    Fwainvest

    Newport Beach, CA
    3 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 pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    5 days ago
  •  ...service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...  ...or may be obtained within 60 days of employment. If registered after October 1, 2018, you must also have a valid and active... 

    JPMorgan Chase & Co.

    Huntington Beach, CA
    5 days ago
  • $50.1k - $82.8k

    Client Delivery Associate - Commercial Banking 5 days ago. Be among the first 25 applicants. Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring... 
    Contract work
    Work experience placement
    Work at office
    Local area
    Immediate start

    BMO U.S.

    Newport Beach, CA
    4 days ago
  • Bank of America is seeking a client-focused professional to join the Merrill Wealth Management team in Newport Beach. You will educate clients on banking offerings, ensure accurate materials, and support risk-aware processes while expanding relationships with high net-... 

    Bank of America

    Newport Beach, CA
    1 day ago
  •  ...Jackson Hewitt - JobID: 100-171542407 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively... 
    Immediate start

    Jackson Hewitt

    Long Beach, CA
    3 days ago
  • $65k - $85k

     ...distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and strategy implementation. Our firm is a group... 
    Full time
    Internship
    Monday to Friday
    Flexible hours

    The Rand Group

    Newport Beach, CA
    4 days ago
  • Gallagher’s Newport Beach-based role focuses on assisting in developing and acquiring new business revenue from clients and prospects in identified sectors. You will nurture interdivision and intercompany relationships and gain knowledge of core industry concepts while... 

    SeaCoast Underwriters, Inc. is now Risk Placement Services

    Newport Beach, CA
    1 day ago
  • JPMorgan Chase & Co. is searching for a Private Client Investment Associate in Huntington Beach, CA. The role focuses on providing exceptional client service and operational support to Private Client Advisors, enhancing client relationships and assisting with wealth planning... 

    JPMorgan Chase & Co.

    Huntington Beach, CA
    5 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial... 

    Next Frontier Capital

    Huntington Beach, CA
    3 days ago
  • HUB International is seeking an experienced Client Service Associate to join our Commercial Lines team in Newport Beach, CA. You will facilitate strong client relationships, support the account-service process, and coordinate with insurance carriers to deliver timely quotes... 

    HUB International

    Newport Beach, CA
    2 days ago
  •  ...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.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    10 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and administrative assistance to Private Client Advisors. This role involves handling onboarding, account requests, money movement and... 

    JPMorganChase

    Newport Beach, CA
    4 days ago
  • $18.25 per hour

     ...online ordering, and know how to direct the guest to enroll, activate and use these features. Attempt every return and follow register prompts;partnerwith immediate Leaders as needed to help solve for the guestwhile following Target's policies and procedures. Maintain... 
    Hourly pay
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Day shift

    Target

    Seal Beach, CA
    5 days ago
  • $50k - $60k

     ...making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Newport Beach, CA. The primary responsibilities include servicing clients, marketing... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Beach, CA
    26 days ago
  • $25 per hour

     ...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands... 
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    Meier Law Firm

    Newport Beach, CA
    7 days ago
  •  ...Associate Attorney Freeman Mathis & Gary is a dynamic and growing 500+ lawyer national litigation firm, with thirty-nine offices in...  ...experience. This individual will maintain positive contact with clients, observe confidentiality of client matters, and must be team-oriented... 
    Work at office
    Local area

    Freeman Mathis & Gary

    Seal Beach, CA
    3 days ago
  • $129.25k - $180k

     ...effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile,...  ...strategic, passionate, and communicative. James T. Shott & Associates, insurance staff counsel for State Farm Insurance Companies, is... 
    Full time
    Work at office
    Local area
    Immediate start

    State Farm

    Sunset Beach, CA
    4 days ago
  • $74.68k

     ...Males born after 12/31/1959 must be registered with Selective Service Primary U.S....  ...of Law accredited by the American Bar Association and be an active member in good standing...  ...provide legal support to or on behalf of CBP clients or to deliver training, in various... 
    For contractors
    Internship
    Work at office
    Relocation
    Trial period
    Relocation package

    Customs and Border Protection

    Long Beach, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Registered Client Associate. Be the first to apply!