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Morgan Stanley
Irvine, CA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMorgan Stanley
Newport Beach, CA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMorgan Stanley
Long Beach, CA, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyValer
Huntington Beach, CA, United States
Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer's technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from one platform and portal. All buil
Job Source: ValerThe Whittier Trust Company
Newport Beach, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest 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 to help them reach their long-term goals is our only mission. O
Job Source: The Whittier Trust CompanyRockefeller Financial
Newport Beach, CA, United States
About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corpo
Job Source: Rockefeller FinancialAdecco USA
Lake forest, CA, United States
Adecco is assisting a local client in their search of a Customer Care Associate please see below for more details. Position: Customer Care AssociatePay Rate: $20/HRWork Schedule: Monday to Friday, 5:00 AM - 2:00 PMEmployment Type: Temp to HireJob Summary:The Customer Care Associate will be responsible for providing exceptional customer service and
Job Source: Adecco USAVetJobs
Newport Beach, CA, United States
Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required sk
Job Source: VetJobsNewport Beach, CA, United States
United States - California
Business management, administration and support
Global Wealth Management
Job Reference #
287932BR
City
Newport 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 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 Newport Beach, Private Wealth Office As a Registered Client Associate, you’ll play an important role in providing excellent client service to our ultra high net worth clients and prospects.
Your expertise
• series 7 and 66 licenses is required
• ideally 2-4 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on finance or business
• 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
CA, CO, WA and NY based roles: The salary range for this role is $65,000 to $80,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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.
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Email Alert for Registered Client Associate jobs in Newport Beach, CA, United States
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