Registered Client Associate
1 month ago
United States - California
- Business management, administration and support
- Global Wealth Management
**Job Reference #**
- 293972BR
**City**
- Beverly Hills
**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 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 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 our Beverly Hills, CA Wealth Management office, helping to provide our ultra high net worth clients with the best client experience possible.
**Your expertise**
- series 7 and 66 licenses (for registered CSAs only)
- ideally [range/number] 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
**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.
**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 Associate/Client Registered Associate
2 weeks ago
Bloomfield Hills, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
-
Client Experience and Hospitality Associate
6 days ago
Beverly Hills, United States Ralph Lauren Full timeClient Experience and Hospitality Associate Ref #: W143261 Department: Retail City: Beverly Hills State/Province: California Country: United States Shift: Pay Range: The pay range for this job is $18 - $22.5 per hour; actual pay is dependent on experience and geographic location. Benefits: Base pay is only one part of our employee value...
-
Client Experience and Hospitality Associate
4 weeks ago
Beverly Hills, United States Ralph Lauren Corporation Full timeThe Hospitality Support Associate ensures that exceptional luxury service standards, product/brand expertise, and hospitality are consistently communicated to all customers through all customer contact points, including in-person and over the telepho Hospitality, Associate, Hospital, Customer Experience, Client, Experience, Business Services
-
Client Associate/Client Registered Associate
2 weeks ago
Bloomfield Hills, Michigan, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Beverly Hills, United States Giorgio Armani Corporation Full timeAssociate Client Advisor | Giorgio Armani Los Angeles | Full-Time As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales**, support an excellent **client experience** and ensure the store operates efficiently and effectively. Your ability to combine **entrepreneurial spirit**,...
-
Beverly Hills, United States Armani Full timeJob Description Associate Client Advisor | Giorgio Armani Los Angeles | Full-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales, support an excellent client experience and ensure the store operates efficiently and effectively. Your ability to combine entrepreneurial spirit,...
-
Caregiver Needed for Client
2 weeks ago
Beverly Hills, United States 1 + 1 Cares Full time1 + 1 Cares - Are you a compassionate and dedicated caregiver looking for an opportunity to make a difference in someone's life? We are seeking a caregiver to provide essential support and assistance to our client, who resides with her husband.Client's Profile:• Living with her husband.• Facing challenges due to cancer affecting cognitive abilities and...
-
Caregiver Needed for Client
2 weeks ago
Beverly Hills, United States 1 + 1 Cares Full time1 + 1 Cares - Are you a compassionate and dedicated caregiver looking for an opportunity to make a difference in someone's life? We are seeking a caregiver to provide essential support and assistance to our client, who resides with her husband.Client's Profile:• Living with her husband.• Facing challenges due to cancer affecting cognitive abilities and...
-
Client Advisor
2 weeks ago
Beverly Hills, United States MCM Worldwide Full timeOur Brand: MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use of cutting-edge techniques. Today, through its association with music, art, travel, and technology, MCM embodies the bold, rebellious and...
-
Client Experience Coordinator
2 weeks ago
Beverly Hills, California, United States Richemont Full timeAt Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
-
BALENCIAGA Sales
5 days ago
Beverly Hills, United States Kering SA Full timeBALENCIAGA Sales & Client Advisor with Keys | Rodeo Women's page is loaded BALENCIAGA Sales & Client Advisor with Keys | Rodeo Women's Apply locations BEVERLY HILLS time type Full time posted on Posted 2 Days Ago job requisition id R132138 Summary We are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director. YOUR...
-
Client Advisor, Rodeo Drive
1 month ago
Beverly Hills, California, United States AMIRI Full timePurpose & ObjectiveAMIRI is looking for an enthusiastic Client Advisor to join the Company's Beverly Hills location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding...
-
Registered Client Services Associate
3 days ago
Granada Hills, United States Citi Full timeThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and...
-
Client Advisor, Full Time
7 days ago
Beverly Hills, United States FERRAGAMO USA, Inc. Full timeOUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY Salvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927. Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it’s Italian house by providing a bold new cool...
-
Client Advisor, Full Time
6 days ago
Beverly Hills, United States FERRAGAMO USA, Inc. Full timeOUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITYSalvatore Ferragamo S.p.A. is the parent Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927.Under the creative direction of Maximilian Davis, FERRAGAMO is re-envisioning it's Italian house by providing a bold new cool...
-
Registered Branch Associate
2 weeks ago
Wellesley Hills, United States Edward Jones Full time**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...
-
Client Advisor- Century City
6 days ago
Beverly Hills, United States Tiffany & Co. Full timeOverview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity. For us, it is a dream to be associated with a company that...
-
Client Advisor- Beverly Hills, Rodeo Dr.
6 days ago
Beverly Hills, United States Tiffany & Co. Full timeOverview: We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inclusivity, and creativity. For us, it is a dream to be associated with a company that...
-
Associate, Medialink
6 days ago
Beverly Hills, California, United States United Talent Agency Full timeMediaLink, a UTA company seeks an Associate to join our team as part of our Consultancy function that advises the world's most important and influential companies in media and marketing today in either Los Angeles or New York.In the exciting new role as an Associate, you will support market research, situation analysis through quantitative and qualitative...
-
Senior Tax Associate
1 month ago
Beverly Hills, United States Regal Executive Search Full timeJob Description Senior Tax Associate Summary: Under limited supervision performs intermediate to advanced accounting functions related to tax specifications. Employees in this job class perform as a lead by assigning work and providing guidance to lower level associates. This job class requires knowledge of intermediate accounting and/or tax principals of...