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 UBS
$34.32k - $90k
...Job Description 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... ...initiatives directed by local management Regularly seek opportunities to...SuggestedFull timeTemporary workWork at officeLocal area$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$265k - $320k
...years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join... ...complex domestic and international tax, wealth transfer, estate planning, succession... ...matters is strongly preferredAbility to manage frequent direct client and advisor...SuggestedFull time$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...SuggestedHourly paySeasonal workWork from homeShift workDay shift- ...Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program... ...operational reports for Client Management to assist with the tracking and... ...and services, particularly those of Wealth Management. Maintain a strong working...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$80k
...growing and most influential independent wealth and investment management firms in the country. We are a dynamic, entrepreneurial, and client-focused firm committed to delivering... ...exceptionally detail-oriented Client Services Associate to join our growing team. This is an...Work at officeMonday to Friday$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- ...institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will assist with operational tasks,... ...client relationships, and engage in risk management practices. Key qualifications include a...
$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives... ...procedures to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Private Wealth Client Associate Los Angeles, California To proceed with your application, you... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and...Seasonal workWork at officeWork from homeShift workDay shift
- ...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...
$79k - $99k
...office A Day in the Life A typical day in the life as a Client Accounting Services Associate in Woodland Hills, CA might include the following:... ...A valid Certified Public Accountant (CPA) or Certified Management Accountant (CMA) license or are working towards obtaining...Work at officeLocal areaVisa sponsorship$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- 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...
$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$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... ...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- ...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
- 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
$125k - $175k
...Senior Client Service / Advisory Associate (CSA) The Hiring Advisors is partnering with a premier, highly respected Registered Investment Advisor... ...-motivated operational master to support their top wealth management teams. What You'll Actually Be Doing: The Client...Work at office$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
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT...Temporary workPart timeWork at officeLocal 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- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...Local area
- 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...
$55k - $88k
...What is the opportunity? Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management’s core values and culture as an integral part... ...advisors, clients and the team. The Branch Service Manager (BSM) is a player-coach role, acting...Full timeWork at officeFlexible hours$78.97k - $126.14k
SR ACCOUNT MANAGER- ENTERTAINMENT & SPORTS BANKING WHAT IS THE OPPORTUNITY... ...time to time arise. Advises clients of the most effective combinations of products and services for their individual situation.... ...and services (eg. deposits, wealth management, cash management, international...Immediate startRemote work
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