Client Associate
$65k - $75kUBS Financial Services Inc.
Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Salary Pasadena: $65,000 to $75,000 United States - California - Pasadena min USD 60,000 - max USD 70,000 per annum The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Job Type Full Time Job Reference # 331742BR City Pasadena Your team You’ll be working with a dynamic, growing team in Pasadena, CA. As a Client Associate, you’ll play an important role within the team leading client service focus. Your expertise ideally 2 years of experience in client service, finance or banking sector preferred bachelor's degree (preferred, not required), focusing on financial market excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite 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. #J-18808-Ljbffr
$30.77 - $35.9 per hour
...local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since... ...joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client team in...SuggestedHourly payDaily paidContract workTemporary workLocal areaRemote work$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...At least two years previous experience as a Registered Client Associate Post‑Secondary education preferred Solid technology skills (Microsoft...SuggestedHourly payWork experience placementWork at officeLocal area- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help...SuggestedWork at officeFlexible hours
$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities,...SuggestedHourly paySeasonal workWork at officeShift workDay shift$60k - $65k
...Client Associate - Commercial Lines What You'll Do: Client data entry into agency management system for updated applications. Use of Indio for renewal process and other processes. Issue or oversee the issuance of certificates of insurance and the renewal process...SuggestedTemporary workInternshipWork at officeLocal areaFlexible hours$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...Work at office$45k - $65k
## Client Service Associate (Pasadena, CA)Applylocations: CA - Pasadena - 301 N Lake Ave Ste 1150time type: Full timeposted on: Posted Todayjob requisition id: R-0011713**Job Description Summary**Advise clients about a range of banking products (including savings products...Work experience placementWork at office$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting client...Work at office- ...Private Wealth Client Associate Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$25 - $44 per hour
...Job Description This role provides client service support to multiple Financial Advisors (FAs) and supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent client service...Hourly paySeasonal workWork at officeShift workDay shift- ...oriented? Please share an example of how you deliver exceptional client service. 2-How do you ensure accuracy and attention to detail... ...-focused environment? We're looking for a Registered Client Associate to: Keep management systems up to date with accurate client...Work at officeFlexible hours
$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist Financial...Ongoing contractWork experience placementWork at officeImmediate start- ...Job Overview A law firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft...Work at office
$65k - $75k
...Responsibilities Keep management systems up to date with accurate client information. Educate clients on account services and... ...Qualifications Series 7 and 66 licenses required (Registered Client Associate). Must obtain required FINRA registrations within 180 days of hire...Full timeWork at office- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...world of work, think of Gallagher. Overview As the Client Associate you will develop industry knowledge and skills to support account...Full timeLive outWork at officeLocal areaFlexible hoursShift work
- ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s...Work at officeLocal area
- ...The Client Engagement Associate serves as a liaison and ambassador between the clinical laboratory and its clients, including physician offices, hospitals, clinics, and healthcare partners. This role strengthens client relationships, supports service satisfaction, troubleshoots...Full timeInternshipWork at office
- ...Job Description Job Description Join Crestview Landscape as an Client Relations Associate - Level 1 and grow your career with a company that values stability, development, and team culture. You’ll benefit from steady income, a clear advancement path with annual salary...For contractorsFor subcontractorWork at officeLocal area
- ...clearly and professionally with colleagues, stakeholders, and clients. Demonstrate adaptability and attention to detail in all responsibilities... ...brokerage services, internal policies, procedures, and all associated regulatory requirements - Experience with the policies,...
- ...Client Relations & Lifestyle Associate We are looking for an engaging and emotionally intelligent Client Relations & Lifestyle Associate to represent our brand in high-end social and business environments. You'll interact closely with distinguished clients, helping...
$50k - $60k
...insurance compensation. They're intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You'll spend each day communicating on the phone with clients to understand...Work experience placementInternshipRemote work$50k - $55k
...within a dynamic environment. Job Description Job Description We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will serve as a primary point of contact for clients, ensuring seamless communication...Full timeWork at office- Chase is seeking a Client Associate for the Commercial Term Lending team in Los Angeles, California. The successful candidate will be responsible for developing business relationships, implementing marketing strategies, and analyzing commercial real estate cash flow. The...
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Los Angeles, CA. In this role, you will support Advisors by facilitating operational requests and maintaining client relationships. You must hold a Series 7 license and be prepared to obtain additional...
- Commercial Term Lending Team Client Associate Are you a self-starter with a passion for sales and commercial real estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for...Work at office
- Worthland is seeking a Client Relations & Lifestyle Associate in Los Angeles or San Francisco. In this engaging role, you will represent our brand in high-end social and business environments, interacting closely with distinguished clients. Your responsibilities include...
- FactSet Research Systems Inc. is seeking a Client Solutions Associate in Los Angeles, CA. This role focuses on building strong client relationships and ensuring high user adoption of FactSet products. You will develop tailored solutions for clients while providing training...
$65k - $75k
UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client information updated, educating clients about account services, and preparing materials for meetings. The ideal candidate must possess Series...$90k - $110k
AltsWire is looking for an Associate for the Institutional Client Group, based in Los Angeles, CA. This role supports the APAC institutional sales team, building relationships and contributing to fundraising initiatives. Ideal candidates should have a degree and fluency...- Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well...Contract workWork at officeLocal areaShift work
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