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

Wealth Management Client Associate | Growth & Service

$65k - $75k

UBS

UBS is seeking applicants for a full-time role in its Newport Beach, California branch. Ideal candidates will have experience in client service within the finance sector and must possess Series 7 and 66 licenses. This position is part of a growing Private Wealth Management Team. The expected salary range is between USD 65,000 and USD 75,000 annually, with a comprehensive benefits package including flexible working options. #J-18808-Ljbffr UBS

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate | Growth & Service in Newport Beach, CA vacancy
  • 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... 
    Suggested

    Fwainvest

    Newport Beach, CA
    5 days ago
  •  ...Dormont Manufacturing Co is looking for Registered Client Service Associates to provide exceptional service to our clients and support Financial...  ...and assist with various tasks related to account management. Applicants should have strong interpersonal skills, organizational... 
    Suggested

    Dormont Manufacturing Company

    Santa Ana, CA
    3 hours ago
  • $50k - $88k

     ...Job Description: Merrill Wealth Management is a leading provider of...  ...and investment products and services for individuals, companies,...  ...Advisors and Wealth Management Client Associates help clients pursue the...  ...learning and professional growth Exhibits sound judgment... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    more than 2 months ago
  • $55k - $73k

     ...for a culture that puts its clients and associates first: a culture where...  ...immediate supervision, client services associate (registered) assists...  ...or escalated to the branch manager; including suspicious...  ...start-up. We are a global wealth management and investment banking... 
    Suggested
    Work at office
    Immediate start
    Flexible hours

    Stifel Financial

    Irvine, CA
    3 days ago
  •  ...Job Title Client Service Senior Associate Job Description Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support...  ...and deeply connected to deliver the growth and success for an assigned portfolio... 
    Suggested
    Work experience placement
    Work at office

    JPMorgan Chase

    Irvine, CA
    3 days ago
  •  ...is searching for a Private Client Investment Associate in Huntington Beach, CA. The...  ...exceptional client service and operational support to...  ...relationships and assisting with wealth planning. The ideal candidate...  ...will engage actively in risk management. This position supports a... 

    JPMorgan Chase & Co.

    Huntington Beach, CA
    2 days ago
  •  ...J.P. Morgan Chase, we are dedicated to delivering extraordinary customer service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and administrative... 

    JPMorgan Chase & Co.

    Huntington Beach, CA
    8 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide comprehensive client service and operational support within Wealth Management. The role includes assisting Advisors with their books of business by facilitating operational requests and fostering... 

    JPMorgan Chase & Co.

    Huntington Beach, CA
    2 days ago
  • $65k - $75k

     ...Function Category Business management, administration and support...  ...with a fast growing Private Wealth Management Team located in the...  ...expertise Only transitioning armed services members approved for DOD...  ...Ideally 5 years of experience in client service within the finance... 
    Full time
    Traineeship
    Work at office
    Flexible hours

    UBS

    Newport Beach, CA
    2 days ago
  • Dormont Manufacturing Co is seeking a proactive individual for a client service support role in Newport Beach. The position demands a strong...  ...and demonstrate a commitment to continuous professional growth. Strong communication and problem-solving skills are essential... 

    Dormont Manufacturing Co

    Newport Beach, CA
    2 days ago
  • $21.75 - $44.5 per hour

     ...opportunities for career growth and leadership. Over...  ...delivering excellent service through innovation has...  ...industry.Job Description:The Client Engagement Specialist...  ..., strong relationship management skills, and the...  ...geographic differential associated with the location at... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe-Global

    Costa Mesa, CA
    4 days ago
  • $65k - $90k

    Client Advisory Associate Whittier Trust is the oldest privately owned multi-family...  ...exceptional client service and highly customized investment...  ...services including investment management, fiduciary, philanthropic,...  ...removed from the wealth creators. Our corporate culture... 
    Full time
    Work at office
    Local area

    Whittier Trust Company

    Newport Beach, CA
    1 day ago
  • $25 - $44 per hour

    Job Description This role provides client service support to potentially multiple Financial Advisors...  ..., protect the bank’s clients, and manage risk Identifies, deepens, and maintains...  ...to continuous learning and professional growth Exhibits sound judgment and discretion... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Co

    Newport Beach, CA
    2 days ago
  •  ...seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment... 
    Work at office

    Beacon Pointe

    Newport Beach, CA
    2 days ago
  • $49.5k - $77k

     ...opportunity? Embrace RBC Wealth Management’s core values and...  ...financial advisors and our clients.  As a Registered Client Associate, become a trusted resource...  ..., and client service skills Attention to detail...  ...is core to our continued growth as one of the largest and... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Newport Beach, CA
    more than 2 months ago
  • $50k - $60k

     ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment...  ...and investment advisory and asset management services. The firm is seeking a...  ...energetic, positive disposition seeking growth and opportunity to expand the role... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Coast, CA
    1 day ago
  • $35.36k - $90k

    711 MS Smith Barney, LLC is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors on a daily basis. You will cultivate and enhance client relationships while assisting with everyday needs. The ideal candidate will... 
    Work at office

    711 MS Smith Barney, LLC

    Fountain Valley, CA
    4 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Investment Associate in Westminster, California. This role focuses on delivering exceptional client service and operational support to Private Client Advisors, managing relationships, and ensuring compliance with necessary... 

    JPMorgan Chase & Co.

    Westminster, CA
    3 days ago
  • $16.5 - $43.27 per hour

    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...  ...other duties directed by local management ADMINISTRATIVE SUPPORT: •... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Beach, CA
    4 days ago
  • A leading apparel brand based in California is seeking a part-time Client Associate to enhance in-store sales and customer service. Candidates should have at least one year of experience in client services and demonstrate strong customer relations skills. Responsibilities... 
    Part time
    Seasonal work
    Weekend work
    Afternoon shift

    TravisMathew

    Newport Beach, CA
    5 days ago
  • $20 - $23 per hour

     ...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail-... 
    Full time
    Work at office
    Flexible hours

    Stack's Bowers Galleries

    Costa Mesa, CA
    1 day ago
  • $35.36k - $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 Answer... 
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Fountain Valley, CA
    1 day ago
  • $50k - $60k

     ...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate...  ...~ Excellent organizational and time management abilities ~ Ability to handle...  ...salary ($50,000 - $60,000 per year) Growth and advancement opportunities within... 
    Work at office

    Alphabe Insight

    Santa Ana, CA
    3 days ago
  •  ...tremendous learning opportunities, career growth potential, and a dynamic work environment...  ...Support in the onboarding process of new clients by taking virtual application calls and...  ...by clients. Effectively multitask and manage their time efficiently. Follow up appropriately... 
    Full time
    Internship
    Flexible hours

    EBizCharge

    Irvine, CA
    3 days ago
  • $45k - $85k

    Raymond James in Newport Beach is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial...  ...Advisors and clients. This role involves onboarding new clients, managing client information, and providing exemplary customer... 

    Raymond James

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

     ...years of rich history and recognition for service and excellence in the Financial...  ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and...  ...platforms and the ability to organize, manage, and track multiple detailed tasks in... 
    Work experience placement
    Work at office

    Raymond James

    Newport Beach, CA
    2 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...  ...If you choose Decline, site functionality may be limited. Manage Preferences#Registered Client Service Associate (Newport... 
    Work experience placement
    Work at office

    Fwainvest

    Newport Beach, CA
    5 days ago
  • $16 - $43 per hour

     ...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...  ...other duties directed by local management ADMINISTRATIVE SUPPORT: •... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Beach, CA
    1 day ago
  • $65k - $75k

     ...Your role Are you truly service oriented? Do 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...  ...working with a fast growing Private Wealth Management Team located in the Newport... 
    Full time
    Work at office

    UBS

    Newport Beach, CA
    2 days ago
  •  ...financial institutions, and private clients — the kind of caseload that...  .... ABOUT US We are a full‑service litigation and transactional law...  ...supports both professional growth and work‑life balance. Confidential...  ...Employer. JOB DESCRIPTION Manage a caseload of general... 
    Remote job
    Work at office
    Work from home

    Orion Placement

    Newport Beach, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate | Growth & Service. Be the first to apply!