Client Associate
UBS
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. UBS
- ...Wealth Management Client Associate Bainbridge Island, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$90k - $110k
...financial advisory practice that works as advocates for high net-worth clients and their families. As a team, we work collaboratively and... .... The Simmons Group is seeking a Registered Client Associate to join our independent and seasoned financial advisory group....SuggestedFull timeTemporary workWork at officeLocal areaFlexible hours- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated... ...customize solutions tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...SuggestedLocal area
$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....SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$49.5k - $77k
...you do? Build and maintain professional relationships with clients by assisting them and answering account questions. Take initiative... ...The good-faith expected salary range for the Registered Client Associate role is $49,500 - $77,000 and the Client Associate role is $44,...Full timeFlexible hours- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...Work at officeWork from home2 days per week3 days per week
- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...Full time
- ...Job Description: You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients and delivering holistic, well-rounded care. This is an excellent opportunity to grow within the financial...Full timeH1bWork at office
- ...Description: You will serve as a key point of contact supporting client relationships and service interactions, providing operational... ...and substantiate reports for meetings Mentor junior associates and be a model of values and quality of work Core Capabilities...Full timeH1bWork at office
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience. They’re looking for an experienced client service professional who can serve as a primary point of contact for high-net-worth clients...Full timeWork at office
$45k - $70k
...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 Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts, maintain records, and ensure compliance while supporting day-to-day advisory activities. You will build...
$65k - $85k
...City Seattle Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help...Full timeWork at officeFlexible hours$60.2k - $90.4k
...Client Relations Associate We are seeking a Client Relations Associate to join our team! The Client Relations Associate works as a team with a Client Manager to provide ongoing service and support for Delta Dental of Washington customers and producers. In this role...Contract workWork at office$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...insurance products Some previous experience as a Registered Client Associate is preferred Post-Secondary education preferred Solid...Hourly payWork experience placementWork at officeLocal area- Sound Philanthropy seeks a full-time Client Associate to join our growing team. Approximately 80% of the Associate’s time is spent managing a portfolio of clients, in partnership with our leadership team. The Associate plays a key role in supporting philanthropic clients...Full timeWork at officeRelocation package2 days per week3 days per week
$53k - $56k
Client Associate Provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with guidance while developing a working knowledge of benefits, processes, and the client...Temporary workInternshipLocal areaFlexible hours- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering high-quality client service and accurate account administration. The successful candidate will have 2+ years in...Full time
- ...must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial...Work at office
- The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site...Full time
- UBS is seeking a Client Associate in Seattle to support a team of financial advisors in the Pacific Northwest. The role focuses on delivering exceptional client service, educating clients on account services, and assisting with meeting preparations. Ideal candidates will...
- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in‑store sales and service experience and promoting sales culture within the retail store...Hourly payWeekend workAfternoon shift
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
$80k - $100k
...Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace... ...to building a lasting relationship. The Client Development Associate (CDA) plays a key role in guiding new clients from initial agreement...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$90k - $110k
...Job Description Job Description Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$22.64 per hour
...Job Description Job Description Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are...Full timeTemporary workPart timeWork experience placementImmediate start$60k - $70k
...financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals, build on your...Temporary workWork at office- Bank of America on Bainbridge Island, WA seeks a Client Services Associate to support Merrill Wealth Management by addressing client needs and assisting Financial Advisors. You will help educate clients about banking offerings and ensure accurate, timely materials while...
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