Senior Private Wealth Associate - Client Ops Lead
UBS
UBS in Los Angeles is seeking a Senior Registered Client Associate to lead administrative support for the Financial Advisor team and help drive a seamless client experience. You will service client relationships, manage account openings and transfers, and ensure regulatory compliance in daily operations. The role requires 5+ years in wealth management or financial services, FINRA Series 7/66 registrations, and a strong attention to detail. #J-18808-Ljbffr UBS
- DRUM Associates is seeking a Private Wealth Associate to join our Los Angeles team. You will work directly with Wealth Advisors, supporting high-net-worth and ultra-high-net-worth clients while gaining exposure to wealth planning, portfolio analysis, and client service...Private
- Bernstein Private Wealth Management is seeking an associate to join its development program, designed to build investment knowledge and professional skills.... ...planning, and investment strategies, with a focus on client service excellence and leadership development. #J-18...Private
$100k - $125k
...PURPOSE: CIM Group is a private alternatives asset manager... ...spectrum as well as customized client solutions. The... ...serving pension funds, sovereign wealth funds, and endowments—as well... ...managers. ICG is seeking a Senior Associate to join the Asia Pacific...SeniorPrivate16 hoursInternshipWork at officeLocal area$83.41k - $168.59k
...number one priority. With a wealth of learning and career... ...class training facility, and leading market tools, we help our people... ...is currently seeking a Senior Associate, Infrastructure Project Advisory... ...types for both public and private clients Master's degree from an...SeniorPrivateFull timeContract workH1bLocal area$98.9k - $124.4k
...working with extraordinary clients spanning every industry, regardless... ...success!The RoleSenior Associates in our Private Client Services practice,... ..., Trusts and Estates.Senior Associates can expect to: Review... ...about legislative changes, wealth transfer techniques,...SeniorFull timePrivate practiceH1bLocal areaWork visa$96k - $125k
...ordinary, working with extraordinary clients spanning every industry,... ...story of your success!The RoleSenior Associates in our Cost Segregation practice serve... ...real estate, telecommunications, private wealth, and finance and banking.Senior Associates should have a significant...SeniorPrivateFull timeFor contractorsWork experience placementH1bWork at officeLocal areaWork visa$76k - $88k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment management... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...: Collaborate and network with senior professionals throughout the firm to...PrivateFlexible hours$85k - $120k
...responsibilitiesWe're looking for a Wealth Strategy Associate to:• Support Financial... ...and financial plans for clients.• Analyze client financial... ...teamYou'll be working in the Private Wealth Management (PWM)... ...integrity.About usUBS is a leading and truly global wealth manager...PrivateFull timeWork at officeFlexible hours- ...Bernstein Private Wealth Management in Los Angeles is seeking an Administrative Assistant to partner with senior investment professionals, supporting client service, meeting preparation, calendar management, and general office duties. The ideal candidate will have 1+...PrivateWork at office
- ...We are partnered with a leading Private Wealth Management firm seeking a driven and versatile Private Wealth Associate to join their Los Angeles team. This individual will work... ...high-net-worth and ultra-high-net-worth clients while gaining broad exposure to wealth planning...Private
$68k - $120k
...POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...on a daily basis. As senior members of the service... ...trusted relationships. Leading with a client first mindset...PrivateTemporary workWork experience placementLocal area- Job Overview A law firm seeks a Private Wealth Associate in Los Angeles. The ideal candidate will have 4 or more years of experience in tax and wealth planning for high-net-worth clients. Duties Advise clients on tax and wealth planning strategies. Develop and implement...Private
$300k
Katten Muchin Rosenman LLP in Los Angeles (Century City) seeks a Private Wealth Counsel with at least 6 years of high-net-worth estate... ...and gift tax planning. Ideal candidates thrive in a fast-paced, client-facing environment and can own matters from start to finish. Salary...SeniorPrivate$80k - $85k
We are partnering with a premier private wealth management firm to hire a Private Wealth Associate for its Century City team. This is an exceptional opportunity for... ...financial services professional who genuinely loves client service, takes tremendous pride in their work,...Private$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make... ...to aid in building, protecting and preserving their wealth and to meet their financial goals.This is a national practice...SeniorPrivateFull timeSummer workH1bWork at officeLocal areaFlexible hours- ...Senior Wealth Advisor About the Company Respected wealth management... ...Services Type Privately Held About the Role The... ...of a Senior Wealth Advisor to lead its team. The successful candidate... ...be responsible for providing clients with direct access to investment...SeniorPrivate
- Husch Blackwell LLP is a national law firm seeking a Private Wealth Senior Counsel with eight or more years of experience. The role supports clients across wealth management, estate planning, asset protection, and tax matters, primarily within the Financial Services & Capital...SeniorPrivateWork at office
- ...group in Los Angeles seeks a Director II to lead relationships with ultra-high-net-worth... ..., coordinating specialist teams across wealth structuring, credit, banking, asset management... .... The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance...SeniorWork at office
- ...to achieve anticipated earnings/cash flow improvementsAssisting clients in identifying pre and post-acquisition transaction... ...an MBAPublic accounting experienceFinancial Due Diligence for private equity and strategic buyersCPA is strongly preferredDemonstrated...SeniorPrivateTemporary workWork at office
- ...experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth. The position offers a hybrid work...SeniorPrivateWork at office3 days per week
$165k - $200k
...firm focused on helping leading organizations design... ...to the challenges our clients face: Where is our next... ...offers exposure to senior-level executives early... ...Innosight is seeking a Senior Associate to join our Strategy &... ...transformation, private equity value creation,...SeniorPrivateFull timeLocal area$77.33k - $157.67k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT)... ...investment firms (hedge fund, fund to funds, private equity, real estate) with state and...SeniorPrivateLocal areaRemote work$265k - $320k
...Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in... ...an attorney interested in sophisticated estate planning, wealth transfer planning, tax strategy, trust and estate...SeniorPrivateFull timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$90k - $110k
...ordinary, working with extraordinary clients spanning every industry, regardless of... ...story of your success!The RoleSenior Associates in our Private Accounting Solutions practice participate... ...entrepreneurs, and business entities. Senior Associates can expect to:Identify...SeniorPrivateFull timePrivate practiceH1bLocal areaWork visa$100k - $120k
...Advisory Services (TAS) Senior / Supervising Senior... ...we help our people and clients pursue their passions,... ..., investment bankers, private equity firms and... ...stimulate conversation leading to potential earnings... ...CPAs and the California Association of Nonprofits (CAN). Collaboration...SeniorPrivateFull timeLocal areaWorldwide$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...role build trusted relationships. Leading with a client first mindset, a successful...PrivateFull timeTemporary workWork at officeLocal area- As a leading financial services and healthcare technology company... ....Job DescriptionSenior Associate, Private Markets Fund AccountingLocations... ...IN | HybridAbout the RoleThe Senior Associate role at SS&C... ...private equity and real asset clients, including managing capital...SeniorPrivateOngoing contractFull timeWork at office
$81.13k - $164.57k
...Join a diverse team helping high-profile clients understand, analyze, and respond to... ...as a firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join... ...estate, financial services, hedge funds, private equity, credit, or oil and gas is...SeniorPrivateLocal area$130k - $150k
...DescriptionSUMMARYJoin one of the industry's leading alternative investment... ..., Compliance, Technology, and senior leadership. Beyond day-to-day... ...adherence to regulatory and client‑mandated investment... ...investment products, including private credit, fixed income, derivatives...SeniorPrivateFull timeTemporary workWork experience placementFlexible hours- Citibank (Switzerland) AG in Beverly Hills is seeking a seasoned Private Banker Support professional to optimize onboarding, KYC, and... ...and product partners, ensuring accurate documentation and strong client service. The role emphasizes risk awareness, adherence to...SeniorPrivate
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