Client Associate (DOD SkillBridge Trainee)
$65k - $75kUBS
City Newport Beach Job Type Full Time Country / State United States - California Function Category Business management, administration and support 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. 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. 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. Your team You’ll be working with a fast growing Private Wealth Management Team located in the Newport Beach, CA branch. Your expertise Only transitioning armed services members approved for DOD SkillBridge will be considered. Series 7 and 66 licenses. Ideally 5 years of experience in client service within the finance sector. Bachelor degree preferred. Excellent communicator, with solid interpersonal skills. Detail oriented (nothing gets past you). Proficient in Microsoft Office Suite. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of 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. Salary information The indicative gross base salary range as a full-time equivalent role: United States - California - Newport Beach min USD 65000 - max USD 75000 per 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. #J-18808-Ljbffr UBS
$45k - $60k
...prominent insurance brokerage is seeking a SkillBridge Account Manager to train for a pivotal... ...focuses on managing insurance policies, client relations, and cross-selling. A college degree... ..., ensuring inclusion and diversity in the workplace. #J-18808-Ljbffr DOD SkillBridgeTraineeship$65k - $75k
...Your role 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 with the preparation of reports...SuggestedFull timeWork at office$65k - $90k
Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated...SuggestedFull timeWork at officeLocal area- Dormont Manufacturing Co is seeking a proactive individual for a client service support role in Newport Beach. The position demands a strong focus on client advocacy, operational excellence principles, and team collaboration to address client needs effectively. Candidates...Suggested
$21.75 - $44.5 per hour
...can help shape the future of our industry.Job Description:The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work$65k - $75k
UBS is seeking applicants for a full-time role in its Newport Beach, California branch. Ideal candidates will have experience in client service within the finance sector and must possess Series 7 and 66 licenses. This position is part of a growing Private Wealth Management...Full timeFlexible hours$25 - $44 per hour
Job Description This role provides client service support to potentially multiple Financial Advisors, supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business. Responsibilities Provides excellent Client Service...Hourly paySeasonal workWork from homeShift workDay shift- A leading apparel brand based in California is seeking a part-time Client Associate to enhance in-store sales and customer service. Candidates should have at least one year of experience in client services and demonstrate strong customer relations skills. Responsibilities...Part timeSeasonal workWeekend workAfternoon shift
$17 - $18 per hour
Join to apply for the Client Associate (Seasonal) role at TravisMathew Base pay range $17.00/hr - $18.00/hr TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we’re inviting you to take yours. Back in 2007, we saw there weren’t many...Part timeSeasonal workWeekend workAfternoon shift- ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals...Work at office
$20 - $23 per hour
...person who loves solving problems, helping others, and staying organized in a fast-paced environment? We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company. This is a great role for someone who’s detail-...Full timeWork at officeFlexible hours$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Local area$45k - $85k
...recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role provides high...Work experience placementWork at office- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$45k - $85k
Raymond James in Newport Beach is looking for a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role involves onboarding new clients, managing client information, and providing exemplary customer...$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office- ...Requirements: Valid CDL-A and 3+ months of current experience required This lane is not suitable for students, recent grads, or trainees Must be 21 years or older Must be able to pass a DOT drug screen Your Journey to Success Starts Here - Apply Today!...TraineeshipMinimum wageStart working todayLocal areaImmediate start
- ...School Bus Driver Trainee Participate in paid training classes and receive instruction on the skills and certifications necessary to become a school bus driver for Newport-Mesa Unified School District. New training classes beginning soon! The bus driver trainee position...Traineeship
- ...- Santa Ana, CA 92707 Position Type: Full Time Salary Range: $18.00 - $18.00 Base+Commission/month POSITION SUMMARY The Client Relations Associate for Optima Tax Relief, LLC ("Optima") is located in the Santa Ana, California office and reports to the Associate Director...Full timeWork at officeFlexible hours
- ...learning opportunities, career growth potential, and a dynamic work environment. Responsibilities: Respond to a high volume of client inquiries via phone, email, and support tickets in a timely and professional manner. Provide first-level support for client...Full timeInternshipFlexible hours
$40 per unit
...Job Description [solidcore] coaches lead clients through our signature 50-minute, full-... ...managers are dedicated to the success of each trainee and provide ample feedback as well as... ...provider for the Aerobics and Fitness Association of America (AFAA) and the National Academy...TraineeshipFull timeApprenticeshipSummer workLocal areaFlexible hoursWeekend work1 day per weekWeekday work$16.5 - $43.27 per hour
Registered 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...Hourly payFull timeTemporary workWork at officeLocal area$15 - $25 per hour
...the grooming business, ensure standards are maintained in grooming salon May need to train, support, and supervise entry-level trainees in the absence of a Grooming Salon Leader Education/Experience: Successful completion of the Pet Stylist Apprentice program...TraineeshipHourly payMinimum wageApprenticeshipLocal areaNight shiftWeekend workAfternoon shift- ...monitoring jobsite conditions to assure that safe working procedures are always employed. Supervises: Journeymen, Apprentices, and Trainees. Essential Duties & Responsibilities Requires 2 to 6 technicians as direct reports Answer technical...TraineeshipTemporary workFor contractorsApprenticeshipWork experience placementWork at officeMonday to Friday
- ...EDM TRAINEE Manufacturing job shop is seeking full time entry level EDM (electrical discharge machining) trainee. Will work alongside engineers and quality inspectors involved in EDM processing of aerospace and medical components. Ideal candidate should...TraineeshipFull time
- Sidecar Doughnuts is seeking a dedicated Manager-In-Training in Costa Mesa, California. In this role, you'll lead day-to-day operations, develop team members, and ensure exceptional guest experiences. The position requires a proactive leader with strong communication skills...Traineeship
- Sidecar Doughnuts in Costa Mesa is seeking a passionate Manager-In-Training to lead day-to-day operations and develop future leaders. This role emphasizes team development, guest satisfaction, and financial management. With responsibilities that include overseeing operational...Traineeship
$84k
...Annually* Valid CDL-A and 3+ months of current experience required This lane is not suitable for students, recent grads, or trainees This Dedicated Pods Lane Offers: ~ Home every 4 weeks for 4 days ~ Drivers average $84,000 annually - Top 10% earn up to...TraineeshipMinimum wageImmediate start- CVS Pharmacy is seeking candidates for the Store Manager in Training (SMIT) Program in Newport Beach, CA. This development-focused role prepares individuals for a Store Manager position through a 16-week training program, combining virtual and hands-on learning experiences...Traineeship
$46k - $54k
...Job Description Job Description Auto-Chlor System is immediately hiring for an Service Technician Trainee for our Santa Ana, CA location. Come be a part of a growing organization with a strong brand that thrives off reliable customer service and exceptional products...TraineeshipHourly payImmediate start
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