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
- 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
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider... ...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...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...bank's policies and procedures to support operational excellence, protect...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$58.24k - $93.6k
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...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...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...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
- JPMorgan Chase & Co. - Private Client Investment Associate in Wealth Management provides client service, operational support, and wealth planning assistance to Private Client Advisors. You will help manage client relationships, process requests, and support performance...
- 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...
- Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment. The role emphasizes client advocacy, operational excellence, and adherence to bank...
- Bank of America’s Merrill Wealth Management division seeks a Client Associate/Support role in Los Angeles. You will provide top-tier client service, educate clients on banking offerings, and support Financial Advisors to deepen relationships. Role emphasizes accuracy, compliance...Work at office
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...other duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area- 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
- 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...
- 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...
$25 - $37 per hour
...Bank Of America Client Service RepresentativeAt Bank of America,... ...developing exceptional talent, supporting our teammates' physical,... ...potentially multiple Financial Advisors (FAs). Key responsibilities include... ...the bank's clients, and manage riskIdentifies, deepens, and...Hourly paySeasonal workWork at officeDay shift- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including...
$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
$34.62 - $52.4 per hour
...Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business... ...filing and record keeping necessary to support efforts to service and grow client relationships...Ongoing contractWork experience placementWork at officeImmediate start$65k - $85k
...looking for a Registered Client Associate to: keep management systems up-to-date with client... ...goals through Financial Advisors who deliver products and... ...leading and truly global wealth manager and the leading... ..., with new challenges, a supportive team, opportunities to...Full timeWork at officeFlexible hours- ...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...
$70.32k
...have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...Full time$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... ...paid-time off. Leaders who support your development through coaching...Full timeFlexible hours- ...Client Relationship Associate Reports to: Sr. Director of Staffing and Operations... ...Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver... ...will play a key role in supporting advisors with client...Work at office
$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... ...paid-time off. Leaders who support your development through coaching...Flexible hours$65k - $85k
...deliver exceptional client service. Are you truly... ...for a Client Associate to: Keep management systems up to date with... ...reports and materials to support client meetings and... ...to Financial Advisors Maintain a detailed... ...working in the Private Wealth Management desk in Los...Full timeWork at officeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able...Work at office$85k - $105k
...Enterprise Company (“Manhattan West”) is seeking a Client Associate to join our Wealth Management team. This is an excellent opportunity to join a... ...by providing administrative and operational support to Financial Advisors, onboarding new clients, and managing day-to-day...Work at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...
- ...and engaging confidently with clients? If so, the Commercial Term... ...multifamily lender as a Client Associate on our multifamily lending... ...financial services (Investment Management, Commercial Banking, Business... ...reimbursement, mental health support, financial coaching and more....Work at office
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