Wealth Management Client Associate — Advisor Support
UBS Financial Services Inc.
UBS in Los Angeles is seeking a Client Associate to support the Private Wealth Management desk. You will help Financial Advisors by handling day-to-day operations, maintaining client information, and delivering a seamless client experience for high-net-worth clients. This role requires Series 7 and 66 licenses (or willingness to obtain within 180 days), 2–5 years of client service or administrative experience, and strong communication, attention to detail, and multitasking skills. #J-18808-Ljbffr UBS
- J.P. Morgan Advisors in Los Angeles seeks a Client Associate to support Financial Advisors delivering wealth management services to ultra-high-net-worth clients. You will collaborate closely with Advisors to provide personalized solutions and build lasting relationships...Suggested
- Manhattan West Enterprise Company is seeking a Client Associate to join our Wealth Management team. You will provide administrative and operational support to Financial Advisors, onboard new clients, and manage day-to-day client requests from our Century City, Los Angeles...SuggestedWork at office
- ...Wealth Management Client Associate Los Angeles, California To proceed with your application, you must... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...committed to an in-office culture that supports collaboration, engagement, and career...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...RBC Wealth Management in Los Angeles is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with a client-first approach while maintaining compliance... ..., onboard new accounts, and support documentation in a fast-paced, collaborative...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate to provide dedicated client support and partner with Financial Advisors and Private Wealth Advisors. The role involves handling client inquiries, managing account documentation, and facilitating money movements...Suggested
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Los Angeles to support financial advisors and clients. You will handle onboarding, documentation, and routine trades while upholding compliance and confidentiality in a fast-paced, collaborative...
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...committed to an in-office culture that supports collaboration, engagement, and...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ..., CA, is seeking a Registered Client Service Associate to be a trusted contact between... ...clients and our investment advisors. You will help with estate planning... ...clear communication. You will support financial analysis, cash management, and wealth strategies, maintain client...
- Fairygodboss is seeking a Private Client Investment Associate to support Advisors in Wealth Management. This role involves client service, operational marketing, and relationship management, ensuring comprehensive support to clients. Applicants should hold a Series 7 license...
- ...an enthusiasm for helping our clients, taking care of our employees,... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...marketing and administrative support to Private Client Advisors within Wealth Management.Job responsibilitiesSupport...
- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors, delivering superior client experiences. You will handle client service, marketing support, reports, and financial planning materials with senior service team...
- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
$25 - $37 per hour
...Bank Of America Client Service Support At Bank of America, we are guided by a common purpose to... ...support to potentially multiple Financial Advisors (FAs). Key responsibilities include... ...excellence, protect the bank's clients, and manage risk Identifies, deepens, and...Hourly paySeasonal workWork at officeShift workDay shift$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and... ...support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workWork from homeShift workDay shift- JPMorganChase is seeking a Private Client Investment Associate in Los Angeles, California. The candidate will provide client service and operational marketing support to Private Client Advisors in Wealth Management. Responsibilities include supporting advisors' operations...
- ...an enthusiasm for helping our clients, taking care of our employees,... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...marketing and administrative support to Private Client Advisors within Wealth Management. Job...
- ...are committed to helping our clients, taking care of our employees,... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... ...marketing and administrative support to Private Client Advisors within Wealth Management. Job...
- ...& Co. is seeking a Private Client Investment Associate in Los Angeles. This role includes... ..., and administrative support to Private Client Advisors. The successful candidate will manage operational requests, build... ..., and assist with ongoing wealth planning, supporting compliance...
$25 - $37 per hour
...connection. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives... ...operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships...Hourly paySeasonal workShift workDay shift- Next Frontier Capital is seeking a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. This role focuses on facilitating operational requests and maintaining relationships with clients while ensuring...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...committed to an in-office culture that supports collaboration, engagement, and...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $65k
A leading investment bank in California is looking for a Registered Client Service Associate to support Financial Advisors in their daily operations. The ideal candidate will have over 3 years of experience in a brokerage environment, strong MS Office skills, and the ability...$34.32k - $90k
...Job Description 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... ...initiatives directed by local management Regularly seek opportunities to...Full timeTemporary workWork at officeLocal area- 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... ...skills in a fast-paced environment, supported by the global resources of one of...Local area
- Next Frontier Capital in Los Angeles seeks a Private Client Investment Associate to support Advisors in client service and operational requests. This role requires expertise in relationship management and involves engaging in risk management. Candidates must obtain necessary...
- ...financial institution in Los Angeles is seeking a Private Client Investment Associate to support Advisors in providing exceptional client service. You will... ..., build client relationships, and engage in risk management practices. Key qualifications include a valid Series...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...individuals and families. Your expertise will support a wide range of clients, from those just...
$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of... ...our branch serving financial advisors and our clients. As a Client... ...-time off. Leaders who support your development through coaching...Flexible hours- ...Client Relationship Associate As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client... ...You will play a key role in supporting advisors with client service...Work at office
$49.5k - $77k
...the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...our branch serving financial advisors and our clients. Job Description As a Client Associate / Registered Client Associate... ...paid time off. Leaders who support your development through...Full timeFlexible hours
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