Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Registered Client Associate

UBS Financial Services Inc.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Client Associate in Palo Alto, CA vacancy
  • $34.32k - $90k

     ...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    Palo Alto, CA
    4 days ago
  •  ...Wealth Management Client Associate Palo Alto, California To proceed with your application, you must be at least 18 years of age....  ...of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    3 days ago
  • $34.32k - $90k

     ...Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client...  ...the full firm to clients. We are seeking both  Registered  and  Non-Registered Client Services Associates for our branches... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Menlo Park, CA
    2 days ago
  • $25 - $44 per hour

     ...education, 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.... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    1 day ago
  • $75k - $125k

    Morgan Stanley in Palo Alto, CA is seeking a Business Development Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. The role involves cultivating relationships, assisting in financial planning, and executing marketing... 
    Suggested

    Morgan Stanley

    Palo Alto, CA
    4 days ago
  • $90k - $110k

     ...Join a Team That Values Exceptional Client Service Are you an experienced client services professional at a wealth management firm who enjoys building lasting relationships, solving problems, and making a meaningful difference for clients? If you take pride in delivering... 
    Work at office

    Thriving Asset Management

    Palo Alto, CA
    15 hours ago
  • Job Description 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... 
    Local area

    JPMorganChase

    Palo Alto, CA
    3 days ago
  • $85k - $100k

    At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 15 billion in assets under management... 
    Summer work
    Work at office

    Freestone Capital Management

    Los Altos, CA
    9 hours ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Palo Alto, CA
    18 days ago
  • J.P. Morgan Advisors is seeking a Client Associate to be at the heart of delivering wealth management services to ultra-high net worth clients. You will work closely with Financial Advisors to provide personalized solutions and build lasting relationships, benefiting from... 

    JPMorganChase

    Palo Alto, CA
    3 days ago
  • $145k

    Lathrop GPM is actively seeking an associate to join our Private Client Services practice group in San Jose or Redwood Shores . Candidates need to have two to four years of estate planning experience. The ideal candidate will have a strong interest in all aspects of clients... 
    Temporary work
    Private practice

    Lathrop GPM LLP

    Redwood City, CA
    2 days ago
  • $225k - $320k

     ...of law. Cooley is committed to enhancing client satisfaction and delivery of legal...  ...will also monitor legal, market, trade association and regulatory developments. Specific duties...  ...law firmActive member in good standing or registered in-house counsel of the bar(s) in all jurisdictions... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Weekend work

    Cooley

    Palo Alto, CA
    3 days ago
  • $145k

    Lathrop GPM LLP is seeking an associate to join our Private Client Services practice group in San Jose or Redwood Shores. The ideal candidate will have 2-4 years of estate planning experience and an active California attorney bar license. Responsibilities include assisting... 
    Private practice

    Lathrop GPM LLP

    Redwood City, CA
    2 days ago
  • $25 per hour

    Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Mailroom Associate Job Summary The Mailroom Associate is responsible for managing incoming and outgoing mail, packages, and shipping... 
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start

    SPS North America

    Santa Clara, CA
    4 days ago
  • $24.95 - $27.65 per hour

    Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday-Friday | 8:00 AM - 5:00 PM...  ...‑paced environment, this role is for you. As a Client Services Associate , you’ll support daily office operations through mail handling,... 
    Temporary work
    Work at office
    Monday to Friday

    Spsnorthamerica

    Sunnyvale, CA
    3 days ago
  •  ...religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other... 
    Local area
    Work visa

    Musick Peeler & Garrett

    Palo Alto, CA
    2 days ago
  • $217k - $314k

     ...or equivalent practical experience.Admitted to the bar and in good standing or otherwise authorized to practice law (e.g., have registered in-house status) in the state in which the position is located.3 years of relevant legal experience in a law firm or in-house legal... 
    Flexible hours

    Google

    Mountain View, CA
    2 days ago
  • $145k - $210k

     ...onboard new business, in the form of new clients and new matters for existing clients,...  ...in a timely fashion.Working closely with Associate Directors of Conflicts, the Conflicts Staff...  ...degreeActive member in good standing or registered in-house counsel of the bar(s) in all... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Weekend work

    Cooley

    Palo Alto, CA
    2 days ago
  • $177k - $278k

     ...primary responsibility for coordinating internal workstreams associated with public-company readiness and any related capital markets...  ...administration Experience with financings, PIPE transactions, registered offerings, or private placements Experience working with... 
    Full time
    Work at office

    Range Energy

    Mountain View, CA
    9 days ago
  • $180k - $210k

     ...engagement letters and other investment-related agreements. Supporting client and relationship teams on investor onboarding and investor...  ...with relevant laws, regulations, and industry standards for registered advisers and private investment funds. Assisting with regulatory... 
    Full time

    Allocate

    Palo Alto, CA
    9 hours ago
  • $180.97k - $316.7k

     ...innovation, technology, and AI solutions to enhance legal workflows and client service. This role collaborates with lawyers to identify AI...  ...penalties and civil liability.BENEFITSK&L Gates offers our Associates a comprehensive suite of benefits to help meet your needs now... 
    Full time
    Temporary work
    Local area
    Immediate start
    Remote work

    K&L Gates

    Palo Alto, CA
    1 day ago
  • $208.25k - $281.75k

     ...firm initiatives. You will have no billable hour requirements or client representation responsibilities, allowing you to focus entirely...  ...best practices at peer firmsIdentify and help mitigate risks associated with AI use in M&A practice, including issues related to confidentiality... 
    Full time
    Contract work
    Remote work
    Worldwide

    Wilson Sonsini Goodrich & Rosati

    Palo Alto, CA
    1 day ago
  • $235k - $365k

     ...what we can achieve. Together.SummaryDLA Piper seeks Employment Associates for its California Offices (San Francisco, Palo Alto, Los...  ...and provide day to day advice and counsel to our wide range of clients. Trial experience.Desired SkillsExcellent written and verbal communication... 
    Full time
    Contract work
    Work at office

    DLA Piper

    Palo Alto, CA
    3 days ago
  • $142.6k - $213.8k

     ....S. state bar3+ years of corporate legal experience at a top law firm or in-house, with in-house experience or supporting in-house clients strongly preferredDemonstrated passion for AI technology, with experience creatively using AI technology and agents to make legal tasks... 
    Work at office
    Local area
    3 days per week

    Rubrik

    Palo Alto, CA
    1 day ago
  • $260k

     ...collaboration, rigorous analysis, and a deep understanding of client objectives to deliver practical solutions. Joining our team offers...  ...(mediation, arbitration).Supervise and mentor junior associates and paralegals; review work product and provide constructive feedback... 

    CyberCoders

    Palo Alto, CA
    1 day ago
  • $250k - $310k

     ...Washington DC, Chicago, or San Francisco offices. We are looking for candidates with at least three (3) years of experience advising clients on advertising, marketing, trademark, copyright, and commercial transactions matters.The ideal candidate will have substantial... 
    Full time
    Contract work
    Work at office
    Relocation
    Relocation package

    DLA Piper

    Palo Alto, CA
    1 day ago
  • $169.3k - $229k

     ...prosecution of US and foreign patent applications- Provide direct client counseling on IP issues arising from product development and...  ...experience- Juris Doctor and membership in one state bar or equivalent- Registered to practice before the US Patent and Trademark Office (USPTO)... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Amazon

    Sunnyvale, CA
    2 days ago
  •  ...litigation and class action defense, reflecting a deep commitment to quality, collaboration, and client service. We offer a supportive, collegial environment where associates receive meaningful responsibility, trial exposure, and the opportunity to grow alongside... 
    Flexible hours

    CyberCoders

    Palo Alto, CA
    4 days ago
  • $150k - $300k

     ...include, but are not limited to, the lawyer’s ability to:Effectively communicate, verbally and in writing, with partners, lawyers, clients, staff, and third parties;Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner... 
    Full time
    Work at office
    Remote work
    Relocation
    Relocation package
    Weekend work
    Afternoon shift

    DLA Piper

    Palo Alto, CA
    1 day ago
  • $180.3k - $291.5k

     ...matters.Qualifications Required ExperienceMust be an attorney admitted to the bar in at least one U.S. state, and eligible to obtain registered in-house counsel status in California. Must have a JD or equivalent.At least 5 years of legal experience, with significant... 
    Full time
    Work at office
    Visa sponsorship
    Work visa

    Palo Alto Networks

    Santa Clara, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Registered Client Associate. Be the first to apply!