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Client Associate
2 weeks ago
UBS Seal Beach, United StatesUnited States - California · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Seal Beach · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people ...
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Client Service Associate
1 week ago
RCA Partners inc Long Beach, United StatesAt **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 su ...
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Client Support Associate
1 week ago
AB General Management Long Beach, United StatesThe Client Support Associate is responsible for executing scheduled customer outreach and sales presentations. The Client Support Associate will have the opportunity to work with a fast-paced team focused on long-term growth and development opportunities. The ideal person for thi ...
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Client Relations Associate
2 weeks ago
IVP Cypress, United StatesOur team specializes in delivering our clients results that matter. Our team is focused on building and maintaining strong, positive relationships with our clients and their prospective customers throughout the local area. We are hiring a Client Relations Associate to help us ens ...
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Client Associate
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Pacific Premier Bank Irvine, United StatesThe Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. · **RESPONSIBILITIES** · - Mak ...
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Client Associate
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UBS Seal Beach, United StatesYour role · We're looking for a Client Associate to focus on Marketing and Social Media for the team. Your role will be to: · * create custom marketing pieces to include magazine ads and advertorials · * plan team marketing events to include preparation of materials and full even ...
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Client Associate
2 hours ago
UBS Seal Beach, United StatesYour 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 ...
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Client Associate
1 week ago
UBS Seal Beach, United StatesUnited 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 fo ...
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Client Associate
2 days ago
Pacific Premier Bank Irvine, United StatesThe Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. · **RESPONSIBILITIES** · - Mak ...
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Client Success Associate
2 weeks ago
Diamond Executives Inc Anaheim, United States**Diamond Executives **is looking for a full-time ambitious and confident Entry Level Client Success Representative to join our team. We are a local business focused on customer enrollment on behalf of our clients in the telecommunications field. · **Responsibilities As A Client ...
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Client Service Associate
3 weeks ago
LourdMurray Los Angeles, United States**Client Service Associate** · The Client Service Associate is a vital client-facing role responsible for supporting, managing, and maintaining relationships with clients, ensuring their satisfaction, and resolving any issues or concerns that may arise. This requires a service-fi ...
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Client Service Associate
1 week ago
LP Solutions LLC Anaheim, United States**The Culture We Provide Our Client Service Associate**: · - We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally · - We promote exclusively from within and do not outsource new management · - We show employee appr ...
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Client Service Associate
3 weeks ago
Alpha K-Net inc Los Angeles, United StatesThere's a lot to be excited about here at our firm as we kicked off this year with unprecedented solutions for our clients As one of the most notable communications and sales firms in the area, we have the privilege of working hand-in-hand with technology clients across the natio ...
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Client Service Associate
2 weeks ago
LP Solutions LLC Irvine, United States**The Culture We Provide Our Client Service Associate**: · - We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally · - We promote exclusively from within and do not outsource new management · - We show employee appr ...
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Client Service Associate
2 weeks ago
Ameriprise Financial Irvine, United StatesLooking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential · **Key Responsibilities**: · - Assist advisor(s) ...
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Registered Client Associate
1 week ago
UBS Beverly Hills, United StatesUnited States - California · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Beverly Hills · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of peo ...
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Client Service Associate
2 weeks ago
Silver Oak Wealth Advisors, LLC Los Angeles, United States**Client Service Associate - Los Angeles, CA** · **About the Firm**: · Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO. Our firm's core val ...
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Client Services Associate
2 weeks ago
Solugenix Seal Beach, United StatesClient Services Associate · Seal Beach, CA · Onsite - 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 ...
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Client Services Associate
1 week ago
Solugenix Corporation Seal Beach, United StatesClient Services Associate · Seal Beach, CA · Onsite - 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 i ...
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Client Service Associate
2 weeks ago
Advisor Business Solutions Pasadena, United States**Responsibilities include but are not limited to the following**: · - High-touch client service and daily use of the Schwab Advisor Portal · - Maintain client relationships through pro-active communication and prompt responses to client requests and inquiries · - Ensure client i ...
Client Associate - Seal Beach, United States - UBS
Description
Your roleAre 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
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 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.