Senior Registered Client Associate - Financial Services
UBS Financial Services Inc.
UBS in Westlake Village, CA, is seeking a Client Associate to service clients and provide operational and administrative support to Financial Advisors. The role requires full registration and at least five years of industry experience. You will educate clients on account services, input data into planning tools, and help prepare client meeting materials. Ideal candidates have Series 7/66 licenses, a bachelor’s or master’s degree, and strong communication skills with meticulous attention to #J-18808-Ljbffr UBS
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Registered Client Associate - Financial Services in Westlake Village, CA vacancy
$85k - $120k
...VillageJob TypeFull Time Your roleA Client Associate services clients and provides... ...administrative support to Financial Advisors. This role requires the employee to be fully registered. Must have at least 5 years... ...firm has to offer. As a senior registered client associate...SeniorFull timeWork at officeFlexible hours- 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...SeniorFlexible hours
UBS
Westlake Village, CA2 days ago $60.5k - $90k
...offers opportunities for our associates to learn, grow and enhance their... ...with our wealth advisory, financial planning, and internal support... ..., retention, and growth of client relationships. You will join... ...are executed within defined service level agreements Research and...SeniorTemporary workWork at officeFlexible hours- One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across...Senior
$25 - $35 per hour
Overview We are an independent financial advisory firm based in Westlake Village, CA, seeking a part-time Client Service Associate with prior experience in the financial services industry. This is an excellent opportunity for someone who thrives in a client-focused, detail...SuggestedPart timeFlexible hours- A leading financial services firm in California is seeking a Senior Vice President Senior Counsel to oversee legal support in capital markets and mortgage transactions. The ideal candidate will have over 5 years' experience and a post-graduate degree, licensed to practice...Senior
$55.35 - $87.39 per hour
...or ~ Upon hire: National Registered Technologist - Nuclear... ...Provider BLS - American Heart Association. ~4 years' experience as... ...professionally, and achieving financial security. We take care of you... ...range of health and social services across Alaska, California, Montana...SeniorMinimum wageFull timeLocal areaShift workProvidence
Thousand Oaks, CA1 day ago$122.4k - $160k
...organizations with the full set of tools to power the navigation of people, packages, and vehicles everywhere. More than 4 million registered developers have chosen Mapbox because of the platform’s flexibility, security and privacy compliance. Organizations use Mapbox...SeniorRemote workGrabJobs
Thousand Oaks, CA1 day ago- ...Senior Application Systems Analyst Our client, a financial services firm, is seeking an experienced Senior Application Systems Analyst to join their team in Agoura Hills, CA. Responsibilities: Confer with the business to create a technical specification based...SeniorWork experience placement
Eleven Recruiting
Agoura Hills, CA14 hours ago $90k - $130k
...Senior Associate - Tax Investment Funds Weaver is looking... ...and advisory services for investment partnerships... ...team helping to provide financial service knowledge and... ...and managing client relationships. Education... ...your application. By registering, you are only activating...SeniorFlexible hoursWeaver
Woodland Hills, CA1 day ago$85k - $125k
...Audit Senior Associate Or Supervisor Weaver's Audit Investment Funds (IF) practice... .... Engagements will primarily service a variety of clients within the Financial Services Industry (Alternative... ...to your application. By registering, you are only activating an account...SeniorFlexible hours$90k - $120k
...firm based out of the Valley that manages sophisticated tax strategy for high-net-worth individuals and closely held businesses. Our clients trust us because we deliver what the big firms can't: direct access to experienced advisors, nuanced understanding of their...SeniorFull time- ...Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting...Senior
Fairygodboss
Westlake Village, CA3 days ago $37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a... ...and those with more complex financial needs, serving as their primary... ...contact for banking products and services through scheduled... ...and the management of complex client needs Demonstrate risk excellence...SeniorTemporary workWork experience placementImmediate startWells Fargo
Westlake Village, CA1 day ago- ...Management platform, empowering financial advisors to offer modern,... ...estate planning solutions to their clients. By combining cutting-edge... ...Innovators! The ideal Support Associate both enjoys, and has experience in, the customer service space. This may be through face...Temporary workRemote workFlexible hours
GrabJobs
Thousand Oaks, CA3 days ago - Amgen is seeking a Process Development Senior Principal Scientist in Thousand Oaks, CA. You will lead formulation and process development for biologics, oversee tech transfer, and guide cross-functional teams to deliver scalable, stable drug products. The role emphasizes...Senior
- Amgen is seeking a Process Development Senior Principal Scientist to lead and optimize drug product formulation and fill/finish processes across modalities. You will provide technical and project leadership, integrating cross-functional data to ensure successful commercialization...Senior
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior... ...and those with more complex financial needs, serving as their... ...contact for banking products and services through scheduled... ...and the management of complex client needs Demonstrate risk excellence...SeniorTemporary workWork experience placementImmediate start- ...Amgen in Thousand Oaks, CA seeks a Senior Manager to lead External Research & Development efforts in Oncology. You will identify opportunities, evaluate partnerships, and drive due diligence across internal and external sources, coordinating with R&D, Commercial, Legal...Senior
BioSpace, Inc.
Thousand Oaks, CA3 days ago $100k - $160k
...are central to making that possible. As a Senior Software Engineer, you'll design and... ...distributed systems, APIs, and cloud-based services. Proven ability to make informed... ...Are: Bankrate is redefining the future of financial decision-making. For nearly five decades...SeniorFull timeTemporary workLocal areaRemote workFlexible hoursGrabJobs
Thousand Oaks, CA2 days ago- ...ensuring compliance with GAAP while driving improvements in processes and reporting. Applicants should have extensive experience in financial reporting and management, with a proven ability to lead teams. The role offers competitive salary and benefits, including a robust...Senior
- One Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth, professional office environment while delivering comprehensive wealth services to private clients. You will manage client inquiries...Work at office
- POS360, Inc. is seeking an experienced Accounting Manager in Westlake Village, CA to own the month-end close, manage multi-state tax compliance, and ensure GAAP accuracy. You will lead a small team, work with cross-functional partners, and support audits and ERP initiatives...SeniorFull time
- NFP, an Aon company, is seeking a Senior Account Manager for our Entertainment Specialty Group. The role focuses on servicing client accounts, managing renewals and marketing with Advisors and Account Executives, and delivering high-quality client communications. The ideal...SeniorRemote job
- NFP P&C, Entertainment Specialty Group seeks a Senior Account Manager in Westlake Village, CA to service client accounts and lead renewal/marketing processes. You will interact with Advisors, Client Executives and Account Executives to deliver client services and prepare...Senior
- A boutique accounting firm in Thousand Oaks is seeking a Senior Tax Production Manager to lead their compliance department. This role involves reviewing complex tax returns, mentoring staff, and ensuring timely filings. Candidates must possess a valid California CPA license...SeniorRemote job
- A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking...Senior
- NFP Corp is seeking a Senior Account Manager in Westlake Village, CA to service a specific client set in the entertainment industry. This role partners with Advisors/Client Executives and Account Executives to manage renewals, marketing, and day-to-day servicing, including...SeniorRemote job
- Teledyne Technologies Incorporated is seeking a Senior Compensation Analyst to design, analyze, and administer compensation programs aligned with our talent strategy. You will work with HR, finance, and leadership to deliver data-driven insights and actions that support...Senior
- Amgen seeks a Sr Associate in Finance to provide crucial support in financial management, including reporting, budgeting, forecasting, and analysis. You will collaborate with the finance manager and cross-functional teams to enable informed decisions. This role involves...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Registered Client Associate - Financial Services. Be the first to apply!
Related searches
- senior developer Westlake Village, CA
- senior aws cloud engineer Westlake Village, CA
- remote senior salesforce administrator Westlake Village, CA
- senior manager tax Westlake Village, CA
- senior tax Westlake Village, CA
- senior brand designer Westlake Village, CA
- senior accountant remote Westlake Village, CA
- senior manager accenture Westlake Village, CA
- senior implementation engineer Westlake Village, CA
- senior Westlake Village, CA