Client Associate
$55k - $75kUBS Financial Services Inc.
Your Role Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships? We’re looking for a Client Associate to: Support the preparation of reports, presentations, and materials for client meetings Conduct basic research and analysis to support investment strategies and client discussions Assist in monitoring portfolios and tracking performance Be responsible for implementing investment actions in client portfolios Job Type Full Time Job Reference # 340005BR City Danville Your Team You’ll be working as part of a Wealth Management Team in the Danville Office. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Your Expertise Bachelor’s degree preferred Professional or academic experience in finance, research, or analytical roles Strong analytical skills with attention to detail Proficiency in Microsoft Office Suite, especially Excel and PowerPoint Excellent communication and interpersonal skills Ability to work collaboratively in a fast paced environment Skilled at time management and prioritizing various responsibilities Salary Information The indicative gross base salary range as a full-time equivalent role: United States - California - Danville min USD 55000 - max USD 75000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr
- ...Your role Are you analytical and detail oriented? Do you enjoy working with data and supporting client relationships? We're looking for a Client Associate to: • Support the preparation of reports, presentations, and materials for client meetings • Conduct basic...SuggestedWork at officeFlexible hours
UBS
Danville, CA21 hours ago $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...SuggestedWork at officeVodia Ventures
San Ramon, CA1 day ago- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Suggested
$35.6k - $66.2k
Company: Description: BSA The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...SuggestedMinimum wageMarsh McLennan
Walnut Creek, CA21 hours ago- ...Overview 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...SuggestedHourly payTemporary workWork at officeLocal area
Morgan Stanley
Pleasanton, CA4 days ago - ...Client Services Team Job Description About TeamCivX TeamCivX is California's leader in election strategy and communications... ...California. Applicants must reside in California. Client Services Associate (CSA) The primary focus of TeamCivX Client Services...Remote workRelocation
TeamCivX
Orinda, CA1 day ago $80k - $100k
...Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a permanently remote Client Service Operations Associate to join our team. If you'd like to join a wealth management team that...Full timeWork experience placementWork at officeRemote workWork from homeMonday to FridayRIA Recruiting
Walnut Creek, CA5 days ago- J.P. Morgan Chase's Wealth Management division is seeking a Private Client Investment Associate to support Private Client Advisors with client service, operations, and administrative tasks. You will help with account openings, money movements, investment trades, and wealth...
$169k - $214k
About DialpadDialpad is the AI platform for customer experience, built to resolve customer problems in real time across voice and digital. Our AI agents learn from your best human agents and improve with every interaction, helping organizations understand their customers...Worldwide- ...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 workWork at officeWork from homeShift workDay shift
$45k - $75k
...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 and branch. Use your administrative and...Full timeFlexible hours- ...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 workWork at officeWork from homeShift workDay shift
- DescriptionWe are looking for a motivated Associate Attorney to join a growing legal team in San Ramon, California. This position offers... ...litigation matters, contribute to case strategy, and work closely with clients and colleagues across multiple areas of practice. The ideal...Contract work
$160k - $250k
...business or real estate litigation is preferred but not required. About Us We are a well-established California law firm representing clients in sophisticated business and real estate matters. Our team is known for delivering practical, strategic legal solutions while...Work at officeRemote workFlexible hoursOrion Placement
San Ramon, CA4 days ago- ...office, given the nature of our work and cases. This leads to better collaboration, communication, mentoring, camaraderie, and positive client outcomes. The ideal candidate has at least two years and preferably five to twenty years of experience. If you already are or want...Work at office
Prough Law APC
San Ramon, CA16 days ago - ...Weed Law Group, PC is a growing boutique law firm based in Walnut Creek, California, representing clients throughout the state. The Associate Attorney role offers hands-on experience in all stages of litigation, including client contact, motions, mediations, depositions...
Weed Law Group, PC
San Ramon, CA4 days ago $100k - $120k
...a growing boutique law firm based in Walnut Creek representing clients throughout California. Our primary practice areas include trust... ...oriented environment. ** Position Overview ** We are seeking an Associate Attorney who is eager to take an active role in representing...Work at officeWeed Law Group, PC
San Ramon, CA5 days ago- Spring Fertility is seeking a dedicated Patient Navigator to work with our Care Team, helping patients approach treatment cycles with confidence. You will simplify complex processes, capture test milestones, and schedule appointments to ensure a smooth transition to nursing...Full timeWeekend work
$110k - $200k
...construction defect, general liability, or professional liability, ensuring compliance with relevant laws and regulations while representing clients in litigation and advisory matters. The firm offers a clear path to partnership for candidates who demonstrate consistent...For contractorsFor subcontractor$140k - $225k
...law, construction, development, and real property matters, ensuring compliance with relevant laws and regulations while representing clients in both advisory and transactional settings.Offer:Salary range: $140,000-$225,000+, contingent on experienceComprehensive health,...Local area$115k - $125k
Trust & Estates Associate Location: Concord, NH (Hybrid Schedule)Salary: $115K-$125K baseA well-established New Hampshire law practice is... ..., tax, and wealth transfer matters.ResponsibilitiesAdvise clients on estate planning strategies, including wills, revocable and irrevocable...$200k - $250k
...litigation from investigation through trial, serving as first chair in high-stakes matters and pursuing positive verdicts while protecting client interests. This role combines courtroom advocacy, strategic case development, and collaborative work with experts and clients to...2 days per week- ...liability, wrongful death, products liability, and residential real estate disputes. The role requires strong trial and motion practice, client counseling, and the ability to drive favorable outcomes through focused legal strategy, efficient case management, and effective...Live inWork at officeLocal areaRemote work
- ...years of experience to join a growing law firm serving community associations in California. This opportunity offers exposure to a broad... ...writing, sound analytical judgment, and the confidence to represent clients effectively in both court proceedings and day-to-day counsel....Permanent employmentContract workWork at office
$200k - $220k
Compensation Range$200,000.00 - $220,000.00 Annual SalaryJob Description Summary:Primary responsibilities of the role include handling a variety of legal work related to the company's core business, including drafting, reviewing, and negotiating contracts, and other legal...Full timeTemporary workFlexible hours$177k - $232k
At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating...Contract workFlexible hours3 days per week- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception...Full timeLocal areaFlexible hours
- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception...Full timeWork at officeLocal areaFlexible hours
- ...financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work...Full timeLocal areaFlexible hours
- ...comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.Responsibilities:• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.• Prepare and draft legal documents, including motions...Flexible hours
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