Registered Client Associate
$70k - $76kUBS Financial Services Inc.
Job Type Full Time Job Reference # 338342BR City San Diego Your Team You’ll be working within a WMA branch office in San Diego California where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of high-net worth individuals and families. Your Role Maintain and update client information in firm systems to support accurate records and client service. Assist with educating clients on basic account services and features, escalating questions as needed. Support the preparation of reports and materials for client meetings. Collect and process required documentation for new accounts and routine service requests. Assist with team marketing initiatives, including event coordination and maintaining marketing materials. Help maintain a shared team calendar to track meetings, deadlines, and key activities. Your Expertise Series 7 and 66 licenses (willing to obtain). Bachelor degree preferred, focusing on finance. Ideally 2+ years of experience in client service, within the finance sector. Excellent communicator, with solid interpersonal skills. Detail oriented (nothing gets past you). Proficient in Microsoft Office Suite. Fluent in Spanish Salary information The indicative gross base salary range as a full-time equivalent role: United States-California-San Diego min USD 70000 – max USD 76000/annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr
$32.21 - $44.27 per hour
....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing...SuggestedHourly payFull timePart timeWork at officeHome officeAmeriprise Financial
San Diego, CA9 days ago$32.21 - $44.27 per hour
....5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and... ...financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high‑producing...SuggestedHourly payFull timeWork at officeHome officeAmeriprise Financial Services, Inc.
San Diego, CA4 days ago$49.5k - $77k
...Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...SuggestedFull timeFlexible hours$40.5k - $67.5k
...opportunity to contribute to the company's success. As a full time Client Experience Associate within PNC's Retail Branch organization, you will be... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workPNC
San Diego, CA3 days ago$40.5k - $67.5k
...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...day condition of employment If you were registered after October 1, 2018 you must also have...
- ## Client Experience AssociateApplylocations: CA - San Diego (92128)time type: Full timeposted on: Posted Todayjob requisition id: R2... ...contribute to the company’s success. As a full time Client Experience Associate within PNC's Retail Branch organization, you will be based in...Full timeWork experience placementWork at officeShift work
PNC Financial Services Group
San Diego, CA12 hours ago $18 per hour
...leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. Job Overview The Client Associate is responsible for maintaining the in‑store sales and service experience and promoting a sales culture within the retail store...Hourly paySeasonal workWeekend workAfternoon shift- JOB OVERVIEW The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ROLES AND RESPONSIBILITIES Instill an approachable and...Hourly paySeasonal workWeekend workAfternoon shift
- TravisMathew LLC in San Diego is seeking a Seasonal Client Associate to enhance sales and maintain exceptional customer service in our retail store. You will be responsible for building a loyal client following, achieving sales goals, and ensuring store organization and...Seasonal work
- Lido Advisors, LLC, located in San Diego, CA, seeks an Associate, Client Relationship Manager to enhance the client experience through exceptional service and operational support. The ideal candidate should possess a minimum of 1 year in a client support role, with strong...Flexible hours
$17 - $18 per hour
...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 paySeasonal workWeekend workAfternoon shift- ...creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-...Remote jobFlexible hours
Stratford Davis
San Diego, CA1 day ago - ...business owners and hiring managers, introducing our staffing services, and building long-term relationships. Once you bring in new clients, you’ll also manage those accounts and make sure they receive great service and support. No experience in sales? That’s...Work at officeLocal area
Go-Staff, Inc
San Diego, CA27 days ago $16 - $18 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hoursJackson Hewitt
Chula Vista, CA4 days ago- A national insurance firm is seeking individuals for a remote position where you will assist clients with benefit programs. Responsibilities include communicating with clients, guiding them through enrollment processes, and maintaining accurate records. Ideal candidates...Remote jobTrial period
$70k - $76k
UBS in San Diego is seeking a professional for a full-time role focused on client service within a Wealth Management branch. You will maintain client records, assist clients with account services, and support marketing initiatives within the team. The ideal candidate will...Full timeWork at office$34.32k - $90k
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 regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area- J.P. Morgan Chase is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management, providing client service, operational support, and administrative assistance. The role emphasizes accurate processing of requests, client relationship...
$72k - $88k
A leading investment management firm located in San Diego is seeking a Client Service Associate. The successful candidate will be responsible for new account administration and act as a liaison between clients and internal teams. Key requirements include a Bachelor’s degree...$150k - $200k
...experienced recruiters) to fill jobs and provide incredible service to our clients and candidates in the process. Why join us? We have been voted as a Best Place to Work by Inc., Forbes, Fortune, OC Register, and Glassdoor. We put people first and believe that culture is key....Contract workLocal areaRemote workWeekend work3 days per weekJobot
San Diego, CA1 day ago- ...coordinate services and assure appropriate level of care for clients Navigate and advocate within behavioral health system of care... ...Primary Responsibilities: Required Qualifications: ~ Registered psychiatric nurse or California licensed master's level mental...Temporary workLocal areaTrial periodRelocation packageMonday to Friday
Optum
San Diego, CA4 days ago - ...Attendant-Caregivers provide non-medical service and assistance to a client in their home and communities, who, because of advanced age or... ...Eligibility Requirements Qualifications include: • Registered with state of CA and active HCA number • 18 years of age or older...Weekly payFlexible hours
Safe Harbor Home Care
San Diego, CA12 hours ago - ...Attendant-Caregivers provide non-medical service and assistance to a client in their home and communities, who, because of advanced age or... ..., and state regulations. Minimum Eligibility Requirements Registered with state of CA and active HCA number Age 18 years or older Clearance...Weekly payFlexible hours
Workstream
Chula Vista, CA2 days ago - ...Description Labor and Employment Class Action Associate ---Hybrid schedule--- We are a full... ...to quality, collaboration, and client service. We offer a supportive, collegial... ...ancestry, citizenship, genetic information, registered domestic partner status, marital status,...Ongoing contractLocal areaFlexible hours
Cybercoders
San Diego, CA20 days ago - ...support of litigation teams by providing claim interpretation and portfolio analysis; and general client counseling on patent matters. The successful candidate must be registered to practice before the USPTO and be admitted to the Bar of at least one state. Strong skills...Work at office
Northstar Staffing Solutions
San Diego, CA3 days ago $19 per hour
...work and care about our teams, so we want to make sure we are clear on a few more basics that we expect: Accurately handle cash register operations as needed. Climb up and down ladders Scan, handle and move merchandise efficiently and safely, including...Hourly payLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
San Diego, CA12 hours ago$19.25 per hour
...work and care about our teams, so we want to make sure we are clear on a few more basics that we expect: Accurately handle cash register operations Climb up and down ladders Scan, handle and move merchandise efficiently and safely, including frequently lifting...Hourly paySeasonal workMonday to FridayFlexible hoursNight shiftWeekend workTarget
La Jolla, CA1 day ago- Optum is seeking a Registered Psychiatric Nurse or licensed mental health professional in San Diego. The role involves conducting behavioral health screenings within community settings, managing cases, and providing crisis intervention. Candidates should have at least...Relocation package
- ...Job Description Job Description Associate Attorney - Healthcare Litigation Associate... ...service law firm based in San Diego, serving clients for more than 80 years. Our team... ...ancestry, citizenship, genetic information, registered domestic partner status, marital status,...Ongoing contractLocal area
Cybercoders
San Diego, CA20 days ago
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