Client Associate, Registered
3 weeks ago
Your role
We're looking for a Client Service Associate to:
* keep management systems up-to-date with client information
* educate clients on account services and capabilities
* help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
* plan team marketing events and maintain marketing materials
* provide the team with a detailed calendar of activitiess]
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Your expertise
* series 7 and 66 licenses (for registered CSAs only)
* ideally 1-3 years of experience in client service, within the finance sector
* bachelor's or master`s degree or equivalent, focusing on finance
* excellent communicator, with solid interpersonal skills
* detail oriented (nothing gets past you)
* proficient in Microsoft Office Suite
* fluent in Mandarin
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
-
Registered Client Associate
3 weeks ago
Pasadena, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered 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 and other materials for client meetings * collect the right...
-
Private Client Associate
3 weeks ago
Pasadena, United States East West Bancorp, Inc. Full timeSeeking Private Client Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational excellence. The Private Client Associate will als Client Associate, Private, Client Advisor, Associate, Customer Experience, Customer Service, Retail
-
Pasadena, United States Raymond James Financial Incorporated Full timeJob Summary Celebrating more than 60 years of rich history and 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 helps to provide high quality/high touch...
-
Client Service Representative
5 days ago
Pasadena, United States VCA Antech, Inc. Full timeJob Description Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking...
-
Associate, Fixed Income Risk
7 days ago
Pasadena, United States Parametricportfolio Full timeCareer Opportunities for Experienced Professionals * * x Location, State, City, or Zip Code Advanced Options Sort by: Relevance 733 open jobs. Use your resume to get matched with the right job. Jobs will be labeled when they're a good or great match Great matches will be shown first in search results Relevant skills and experience will be...
-
Private Client Manager
3 weeks ago
Pasadena, United States East West Bancorp, Inc. Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Clinical Nursing Supervisor, Care at Home
3 weeks ago
Pasadena, United States HealthEcareers - Client Full timeJob Summary: Provides first line supervision at one site for nursing and other professional staff providing direct patient care which may include one or more of the following clinical/care services for hospice and/or home health patients: home infusion programs/ services, assessment or treatment clinic(s) for geriatric or other patients in specifically...
-
Customer Service Associate
4 days ago
Pasadena, United States AKN Communications Full timeOur growth results from the people who embrace our purpose: We know work is way better when you feel included and can have fun in a company filled with unlimited possibilities. We believe that hiring and maintaining excellent staff is critical to our success. Due to our fantastic performance this past year, our clients are looking at expanding our team! We...
-
Associate Team Leader
5 days ago
Pasadena, United States H&R Block Full timeJob Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...
-
AT&T Sales Associate
3 days ago
Pasadena, United States Valyrian Enterprises, inc Full timeJob DescriptionJob DescriptionValyrian Enterprises is seeking a tenacious AT&T Sales Associate to join our dynamic team! We are a rapidly growing sales firm in the Houston area that works alongside prominent clients in the telecommunications industry including AT&T. Our goal is to connect customers to our clients' efficient and reliable networks,...
-
Litigation Associate
1 week ago
Pasadena, United States Litchfield Cavo LLP Full timeLitchfield Cavo LLP is a premier insurance coverage and litigation defense law firm founded in 1998 on one principle—client service comes first. Our attorneys operate out of 23 offices, serving clients in more than 35 states nationwide. Collectively, we are a resource of experienced trial attorneys providing creative and responsive service.Our Pasadena, CA...
-
Litigation Associate
1 week ago
Pasadena, United States Litchfield Cavo LLP Full timeLitchfield Cavo LLP is a premier insurance coverage and litigation defense law firm founded in 1998 on one principle—client service comes first. Our attorneys operate out of 23 offices, serving clients in more than 35 states nationwide. Collectively, we are a resource of experienced trial attorneys providing creative and responsive service.Our Pasadena, CA...
-
Tax Staff Associate
5 days ago
Pasadena, United States Regal Executive Search, LLC Full timeTax Associate Career growth opportunities in our Tax Department are now available. We are a well-established Pasadena CPA firm offering opportunities for challenging tax work across a broad and diverse range of clients and industries. We provide a su Tax, Staff, Associate, Accounting, Staffing, CPA
-
Associate Attorney
1 month ago
Pasadena, United States Lawrence Beach Allen & Choi APC Full timeJob DescriptionJob DescriptionDescriptionOne of the foremost litigation and trial law firms in Southern California seeks associate attorneys for both of our Pasadena and Costa Mesa offices. Associates will handle defense work in all phases of federal and state civil rights litigation, including opportunities to gain, early hands-on experience working on...
-
Customer Service
7 days ago
Pasadena, United States Valyrian Enterprises, inc Full timeJob DescriptionJob DescriptionAre you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do you find joy in interacting with people? Are you looking for a growth opportunity? If your answer is yes, then our Customer Service & Sales Associate position might be what you are looking for! Valyrian...
-
Customer Service
6 days ago
Pasadena, United States Valyrian Enterprises, inc Full timeAre you tired of having the same routine every day? Are you looking for a dynamic, fun-filled business environment? Do you find joy in interacting with people? Are you looking for a growth opportunity? If your answer is yes, then our Customer Service & Sales Associate position might be what you are looking for! Valyrian Enterprises is a small, but mighty...
-
Associate Attorney
4 weeks ago
Pasadena, United States Taylor Labor Law, P.C. Full timeCandidates We are searching for an Associate Attorney for a full-time position in Pasadena. The candidate has experience drafting complaints and mediation briefs, preparing discovery, drafting Motions to Compel, defending depositions and negotiating cases over the phone with opposing counsel. Responsibilities Provide legal support to...
-
Associate Brand Manager
5 days ago
Pasadena, United States Valyrian Enterprises, inc Full timeJob DescriptionJob DescriptionHave you been wanting to start a career in sales but unsure of where to begin? At Valyrian Enterprises, our Entry Level Associate Brand Manager role will provide you with complete training and mentorship in communication and customer service while mastering an effective sales approach. Valyrian Enterprises serves as a...
-
Associate Attorney
1 month ago
Pasadena, United States Taylor Labor Law, P.C. Full timeCandidates We are searching for an Associate Attorney for a full-time position in Pasadena. The candidate has experience drafting complaints and mediation briefs, preparing discovery, drafting Motions to Compel, defending depositions and negotiating cases over the phone with opposing counsel. ResponsibilitiesProvide legal support to clients and assist...
-
Associate Attorney
1 month ago
Pasadena, United States Taylor Labor Law, P.C. Full timeCandidates We are searching for an Associate Attorney for a full-time position in Pasadena. The candidate has experience drafting complaints and mediation briefs, preparing discovery, drafting Motions to Compel, defending depositions and negotiating cases over the phone with opposing counsel. ResponsibilitiesProvide legal support to clients and assist...