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

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate — Advisor Support in Los Angeles, CA vacancy
  • 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... 
    Suggested
    Work at office

    Manhattan West

    Los Angeles, CA
    3 days ago
  • $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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  • $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... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    3 days ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  •  ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  • 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... 

    JPMorgan Chase & Co.

    Los Angeles, CA
    10 hours ago
  • 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... 

    Fairygodboss

    Los Angeles, CA
    4 days ago
  • 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

    Los Angeles, CA
    10 hours ago
  • 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

    Bank of America

    Los Angeles, CA
    10 hours ago
  • $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 work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    1 hour ago
  • 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

    UBS

    Beverly Hills, CA
    2 days ago
  • 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... 

    JPMorganChase

    Los Angeles, CA
    4 days ago
  • 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... 

    Next Frontier Capital

    Los Angeles, CA
    10 hours ago
  • $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 pay
    Seasonal work
    Work at office
    Day shift

    Bank of America

    Pasadena, CA
    5 days ago
  • 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... 

    Next Frontier Capital

    Los Angeles, CA
    10 hours ago
  • $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... 

    Oppenheimer & Co. Inc.

    Los Angeles, CA
    1 day ago
  • $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 time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Los Angeles, CA
    10 hours ago
  • 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

    JP Morgan Chase

    Los Angeles, CA
    2 days ago
  • $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 contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Los Angeles, CA
    2 days ago
  • $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 time
    Work at office
    Flexible hours

    UBS

    Pasadena, CA
    4 days ago
  •  ...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... 

    Chase

    El Monte, CA
    3 days ago
  • $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

    JPMorgan Chase & Co.

    Los Angeles, CA
    3 days ago
  • $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 time
    Flexible hours

    RBC

    Los Angeles, CA
    1 day ago
  •  ...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

    Apollon Wealth Management

    Los Angeles, CA
    10 hours ago
  • $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

    Royal Bank of Canada

    Los Angeles, CA
    1 day ago
  • $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 time
    Work at office
    Flexible hours

    UBS

    Los Angeles, CA
    4 days ago
  • $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

    Vodia Ventures

    Pasadena, CA
    4 days ago
  • $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 office
    Local area

    Manhattan West

    Los Angeles, CA
    3 days ago
  • 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... 

    PowerToFly

    Los Angeles, CA
    3 days ago
  •  ...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

    JP Morgan Chase

    Pasadena, CA
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate — Advisor Support. Be the first to apply!