Wealth Management Client Services Coordinator
$65k - $75kUBS
UBS is looking for a Client Associate in Newport Beach, California. The successful candidate will manage client information, educate clients on services, and assist with reports and meetings. A detail-oriented professional with excellent communication skills and a background in finance is preferred. This full-time position offers a salary range between USD 65,000 and USD 75,000 per annum, alongside competitive benefits. #J-18808-Ljbffr UBS
$35 per hour
Job Ad - Client Services Coordinator About Public Agency Retirement Services Rooted by our mission and driven by our company values, PARS continues... ...clients. They support strong client relationships by managing daily service needs, coordinating regular meetings, preparing...SuggestedHourly payFull timeTemporary workLocal areaWork from homeNight shift- A premier tax and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client communications, conducting tax return reviews, and mentoring junior staff. The ideal candidate should have over 4 years of experience, including...Suggested
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The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies... ...sub-function as well as coordinate and contribute to the objectives... ...and/or facilitating services to others in area of specialization... ...financial needs of the client and offer solutions...Full timeWork at office- ...screening will be required. JOB SUMMARY Supports all property operations, ensuring that the highest levels of hospitality and service are provided. Manages the flow of questions and directs guests within the lobby. Supports the tracking and resolution of service issues....Work experience placementImmediate startWorldwideRelocation package
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