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HomeCompaniesRecruiting2 Ultipro Com Whi1008whtr D093c596 Db1a 456d 8d2f 86ca20735c6aClient Advisory Associate

Client Advisory Associate

Recruiting2 Ultipro Com Whi1008whtr D093c596 Db1a 456d 8d2f 86ca20735c6a · Orange County Office, Newport Beach, CA, United States · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting2 Ultipro Com Whi1008whtr D093c596 Db1a 456d 8d2f 86ca20735c6a
TitleClient Advisory Associate
Normalized title-
Department / teamClient Advisory
LocationNewport Beach, CA, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-04-16 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-23

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting2 Ultipro Com Whi1008whtr D093c596 Db1a 456d 8d2f 86ca20735c6a.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Newport Beach.Open
Department jobsActive postings in Client Advisory.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting2 Ultipro Com Whi1008whtr D093c596 Db1a 456d 8d2f 86ca20735c6a
Source5820b1f7-1995-412b-96a8-d63cc6b7fa4b
ATS providerUKG Pro Recruiting / Ultimate

Description

The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries, and internal department personnel. The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community.

Full job record

Job ID5ae23fede257a109f49596df67568ad3e1c96c44
Org ID2b38dc5e-89c1-4c44-912b-0f21c72b7ab0
Source ID5820b1f7-1995-412b-96a8-d63cc6b7fa4b
Board ID5820b1f7-1995-412b-96a8-d63cc6b7fa4b
Providerukg
Provider Job Key9ad3cd59-faea-472a-8f94-217b73862de1
TitleClient Advisory Associate
Normalized Title
Statusactive
Activeyes
Location TextOrange County Office, Newport Beach, CA, United States
DepartmentClient Advisory
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionCA
CityNewport Beach
Salary RawThe Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries, and internal department personnel. The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://recruiting2.ultipro.com/whi1008whtr/JobBoard/d093c596-db1a-456d-8d2f-86ca20735c6a/OpportunityDetail?opportunityId=9ad3cd59-faea-472a-8f94-217b73862de1
Apply URLhttps://recruiting2.ultipro.com/whi1008whtr/JobBoard/d093c596-db1a-456d-8d2f-86ca20735c6a/OpportunityDetail?opportunityId=9ad3cd59-faea-472a-8f94-217b73862de1
First Seen At2026-05-31 17:50:38Z
Last Seen At2026-06-23 10:12:55Z
Last Checked At2026-06-23 10:12:55Z
Last Changed At2026-05-31 17:50:38Z
Inactive At
Source Posted At2026-04-16 18:04:59Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting2.ultipro.com|whi1008whtr|d093c596-db1a-456d-8d2f-86ca20735c6a/date=2026-06-23/2026-06-23T10-12-54-407Z-98a8ef21166be26dccacc2477613363f31a3c9abae06b15ffff5b4623380abe1.json
Event Fields
{
  "content_hash": "69f95722f55791ccd15f2351ef2678297c470f56d309caa1a036afa816b7ec82",
  "source_hash": "1f9b2933647ceee446965cc6f93c56df04fb66dadcd85270a28fdb92b83ce0d2",
  "last_changed_at": "2026-05-31T17:50:38.880Z",
  "active_status": "active"
}
Parsed Structured
{
  "dedupe": null,
  "language": "en",
  "location": {
    "raw": "Orange County Office, Newport Beach, CA, United States",
    "city": "Newport Beach",
    "region": "CA",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-23T10:12:55.954Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Orange County Office, Newport Beach, CA, United States",
      "city": "Newport Beach",
      "region": "CA",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "9ad3cd59-faea-472a-8f94-217b73862de1",
  "Title": "Client Advisory Associate",
  "Distance": null,
  "Featured": true,
  "FullTime": true,
  "Locations": [
    {
      "Id": "7fcaa8e9-bf12-5592-add8-47746b71f781",
      "Address": {
        "City": "Newport Beach",
        "Line1": "4695 MacArthur Court",
        "Line2": "Suite 1500",
        "State": {
          "Code": "CA",
          "Name": "California"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "92660"
      },
      "Coordinates": {
        "Latitude": 33.66992128561599,
        "Longitude": -117.8615602589396
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": false,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "Orange County Office"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-04-16T18:04:59.701Z",
  "JobCategoryName": "Client Advisory",
  "JobLocationType": 1,
  "OpportunityType": 0,
  "BriefDescription": "The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts.  In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co‐fiduciaries, and internal department personnel.\n\nThe candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community.",
  "MatchedLocations": [],
  "RequisitionNumber": "CLIEN001351"
}
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