Client Services Associate, Finance & Wealth Outreach
UBS
UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for registered CSAs), 3–5 years of client service in finance, and a finance-focused degree. Strong communication, attention to detail, and proficiency with Microsoft Office are essential; Mandarin is a plus. #J-18808-Ljbffr UBS
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Associate, Finance & Wealth Outreach in San Francisco, CA vacancy
$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 with clients, individuals in this role build trusted relationships. Leading...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
San Francisco, CA1 day ago- Neuberger Berman’s NB Private Wealth division seeks a Client Associate to deliver operational support for a high-net-worth client base, partnering with Wealth Advisors to ensure accurate processing of daily transactions and inquiries. You will serve as a trusted resource...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional service to our clients and support Financial Advisors and Private Wealth Advisors on a daily basis. In this role, you will build trusted relationships through regular client interactions...Suggested
$34.32k - $90k
...Dormont Manufacturing Co is looking for a Client Service Associate based in San Francisco, California. In this role, you will provide exceptional service to clients and support Financial Advisors with their everyday needs. Responsibilities include cultivating client relationships...SuggestedDormont Manufacturing Company
San Francisco, CA1 day ago$35.15k - $90k
...Responsibilities Client support: cultivate and enhance new and existing client relationships through active conversation and maintaining... ...offerings (Morgan Stanley Online and Mobile), and other firm services. Confirm and authenticate client authorization when processing...SuggestedTemporary workWork at officeLocal area711 MS Smith Barney, LLC
San Francisco, CA2 hours ago$27.38 - $39.12 per hour
...Client Services Associate II Brisbane, California About this opportunity: As a Client Services Associate within our Customer Experience... ...service levels. Provide ordering support and perform outreach to customers regarding ordering issues and missing information...OutreachHourly payLocal areaRemote workMonday to Friday- LGBT Great is looking for a Client Associate in San Francisco to provide operational support and enhance client experiences for high-net-worth... ...organizational skills and a deep understanding of financial services. Qualified candidates must have an undergraduate degree and...Visa sponsorship
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various...Work at office
- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
$34.32k - $90k
...Job Description 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...Full timeTemporary workWork at officeLocal area- ...regarding this listing. Client Operations Associate | Wealth Management Firm | San... ...primary contact for client service and account maintenance... ...meetings and ongoing advisor outreach Prepare and process client... ...'s degree in Business, Finance, Accounting, Economics, or...OutreachWork at officeFlexible hours
$34.32k - $90k
...Position Summary POSITION SUMMARY: 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...Temporary workWork at officeLocal areaDormont Manufacturing Company
San Francisco, CA1 day 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...Work at officeVodia Ventures
San Francisco, CA4 days ago- ...Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first...
Morgan Stanley
Oakland, CA3 days ago $80k - $100k
Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business... ...in the industry. The Client Associate will deliver comprehensive operational... ...experience by assisting with the service, maintenance, and growth of the team...Work at officeLocal areaShift work- ...seeking experienced Senior Wealth Advisors to join... ...term relationships with clients. The role partners... ...centralized back‑office services, resources, and technology... ..., and strategic outreach. Qualifications 5+ years... ...Bachelor’s degree in Finance, Business, Economics or...Outreach
Beacon Pointe
San Francisco, CA1 day ago - Bank of America is seeking a dedicated professional to provide client service support to Financial Advisors in Mill Valley, California. The role emphasizes customer-centric service and requires FINRA licenses to ensure compliance. The ideal candidate will possess strong...Hourly pay
$56k - $75k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, client services associate (NR) assists one or more financial... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours- Dormont Manufacturing Co is looking for a Registered Client Service Associate to provide exceptional service and support to financial advisors in San Francisco, California. In this role, you'll build trusted client relationships, assist with transactions, and educate clients...Work at office
$35.15k - $90k
POSITION SUMMARY: 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...Full timeTemporary workWork at officeLocal area- TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.
TransPerfect
San Francisco, CA10 days ago - ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with...
TradeJobsWorkforce
San Francisco, CA19 hours ago $32 - $43 per hour
First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing...Hourly pay- Bank of America is seeking a dedicated Client Service Support Specialist in San Francisco, CA. This role focuses on providing exceptional service to Financial Advisors, ensuring client needs are met while adhering to regulatory standards. The ideal candidate will hold...Remote jobHourly pay
$25 - $44 per hour
Job Description Provides client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based...Hourly paySeasonal workShift workDay shift$25 - $44 per hour
Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs. Supports enterprise strategic objectives, operational excellence goals, and client advocacy, customizing solutions for different...Hourly paySeasonal workWork from homeShift workDay shift- Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business...Seasonal workWork from homeShift workDay shift
$25 - $44 per hour
Dormont Manufacturing Co is seeking a Client Service Support professional in San Francisco. The role involves providing exceptional service to Financial Advisors and clients while ensuring adherence to operational excellence and strategic goals. Ideal candidates will hold...Hourly pay$80k - $90k
...Client Service Associate San Francisco, CA BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support. This role sits at the intersection of clients, advisors, and custodians, owning the details that...Temporary workCasual workWork at officeRemote workFlexible hoursBBR Partners
San Francisco, CA3 hours ago- Freenome is looking for a Client Services Associate to enhance customer experiences in healthcare. You will support healthcare providers and patients by managing communications effectively and providing product information. The ideal candidate will have a high school diploma...Remote jobHourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate, Finance & Wealth Outreach. Be the first to apply!
Related searches
- client engagement associate San Francisco, CA
- client relationship associate San Francisco, CA
- client services associate San Francisco, CA
- registered client associate San Francisco, CA
- client account associate San Francisco, CA
- client solutions associate San Francisco, CA
- client success associate San Francisco, CA
- service advisor automotive San Francisco, CA
- service consultant San Francisco, CA
- service delivery associate San Francisco, CA