Client Associate

2 weeks ago


Seal Beach, United States UBS Full time

United States - California
- Business management, administration and support
- Global Wealth Management

**Job Reference #**
- 293401BR

**City**
- Seal Beach

**Job Type**
- Full Time

**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 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 activities

**Your team**
- You’ll be working in the Seal Beach branch.

**Your expertise**
- series 7 and 66 licenses (for registered CSAs only)
- ideally 3+ 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

**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.

**How we hire**

**Salary information**

**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?

**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.


  • Client Services Associate

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Seal Beach, United States Solugenix Full time

    Client Services AssociateSeal Beach, CAOnsite - 7:00am - 4:00pm (100% onsite role)Direct Hire(Salaried Role)We have an outstanding opportunity for an Client Services Associate in Seal Beach, CA. We are looking for someone that has previous working experience in the investments industry and has their Series 7 license.Skills required:Series 7 license.Previous...


  • Newport Beach, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisory AssociateNewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand.TheClient...


  • Long Beach, United States RCA Partners inc Full time

    At **RCA Partners** you’ll have the opportunity to make a massive impression at one of the world’s leading Business Consulting firms. From the second you step through our doors, you’ll perform meaningful work you’re passionate about, with the support and resources necessary to succeed. We provide a collaborative, team-based environment that gives all...


  • Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

  • Client Service Associate

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...

  • Client Service Associate

    Found in: Appcast US C2 - 7 days ago


    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    Client Service Associate – Strategic Asset Management (SAM) GroupSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate...


  • Pompano Beach, United States SAM Group Full time

    Job DescriptionJob DescriptionSAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to...


  • Seal Beach, United States Total Network Solutions Full time

    Company DescriptionTotal Network Solutions is a leading IT services provider for small and medium-sized businesses. With over 25 years of experience, we have been providing well-managed and affordable technology services to a diverse clientele spanning multiple industries in both the public and private sectors. Our services include IT infrastructure, Managed...

  • Level 2/3 Helpdesk/Support Engineer

    Found in: Appcast US C2 - 2 weeks ago


    Seal Beach, United States Total Network Solutions Full time

    Company DescriptionTotal Network Solutions is a leading IT services provider for small and medium-sized businesses. With over 25 years of experience, we have been providing well-managed and affordable technology services to a diverse clientele spanning multiple industries in both the public and private sectors. Our services include IT infrastructure, Managed...

  • Level 2/3 Helpdesk/Support Engineer

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Seal Beach, United States Total Network Solutions Full time

    Company DescriptionTotal Network Solutions is a leading IT services provider for small and medium-sized businesses. With over 25 years of experience, we have been providing well-managed and affordable technology services to a diverse clientele spanning multiple industries in both the public and private sectors. Our services include IT infrastructure, Managed...

  • Level 2/3 Helpdesk/Support Engineer

    Found in: Appcast Linkedin GBL C2 - 3 days ago


    Seal Beach, United States Total Network Solutions Full time

    Company DescriptionTotal Network Solutions is a leading IT services provider for small and medium-sized businesses. With over 25 years of experience, we have been providing well-managed and affordable technology services to a diverse clientele spanning multiple industries in both the public and private sectors. Our services include IT infrastructure, Managed...

  • Level 2/3 Helpdesk/Support Engineer

    Found in: Appcast US C2 - 3 days ago


    Seal Beach, United States Total Network Solutions Full time

    Company DescriptionTotal Network Solutions is a leading IT services provider for small and medium-sized businesses. With over 25 years of experience, we have been providing well-managed and affordable technology services to a diverse clientele spanning multiple industries in both the public and private sectors. Our services include IT infrastructure, Managed...


  • Deerfield Beach, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Animal Care, Retail, Client


  • Miami Beach, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Part Time Client Service Representative to join our team. At VCA Alton Road Animal Hospital, 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...

  • Registered Wealth Management Client Associate

    Found in: beBee S US - 2 weeks ago


    Newport Beach, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Newport Beach, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Virginia Beach, United States Pennoni Associate Inc. Full time

    Location: Location: Staff Civil Engineer - Transportation in Virginia Beach, VA at Pennoni **Location:** **Work Experience** 4 - 7 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to...


  • Virginia Beach, United States Pennoni Associate Inc. Full time

    Location: Location: Staff Civil Engineer - Transportation in Virginia Beach, VA at Pennoni **Location:** **Work Experience** 4 - 7 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to...


  • North Miami Beach, United States CareerBuilder Full time

    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 pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...


  • Vero Beach, United States Banfield, The Pet Hospital Full time

    ESSENTIAL RESPONSIBILITIES AND TASKSLive and exemplify the Five Principles of Mars, Inc. within self and team.Act as the extra eyes, ears and hands for the veterinarian to ensure the best quality pet care and to maximize the veterinarian's productivity. Lead communications with veterinarians and veterinary medical team to maintain the flow of patients. -...