- undertake preparatory work, transaction processing, and control and reconciliations tasks
- provide support and advice for Team Associates and Financial Advisors
- see that Operations processes - like order entry and trade error processing - comply with regulations, guidelines, standards and policies
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness and regulatory knowledge
- ideally 1+ years of experience in client service, within the finance sector
- Bachelor's degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
-
Customer Service Associate
2 days ago
Raising Cane's New York, United States$17 per hour - $19 per hour · Como parte importante de nuestro equipo, los asociados de servicio al cliente impactan todas las áreas de la experiência del cliente. Como sugiere el nombre, su principal prioridad es brindar un excelente servicio al cliente. En este rol, serás respo ...
-
Service Associate
20 hours ago
UBS Weehawken, United StatesYour role · Are you incredibly organized with an eye for detail? Are you a skilled multitasker? · We're looking for a service associate to: · * undertake preparatory work, transaction processing, and control and reconciliations tasks · * provide support and advice for Team Ass ...
-
Service Associate
1 week ago
NuSources New York, United StatesJob Description · Job DescriptionNuSources is a leading provider of innovative technology solutions for businesses of all sizes. Our mission is to help companies leverage the latest technology to maximize operational efficiency and improve customer experiences. As a Service Assoc ...
-
Survivor Services Associate
2 weeks ago
Manhattan District Attorney's Office New York, United States Full timeDivision/Unit: Survivor Services Bureau (SSB) · Position Title: Survivor Services Associate (1-4) · Civil Service Title: Community Associate · Salary Range: $45,101 - $51,749 · Job Description: · The New York County District Attorney's Office (DANY) has an opening for a Survivor ...
-
Client Services Associate
4 days ago
KDS Strategic Search Group New York, United StatesAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. · In this position, you will work in one of the best-known glob ...
-
office services associate
2 weeks ago
Forrest Solutions New York, United StatesJob Title: OFFICE SERVICES ASSOCIATE JO Job Function: Office Services Department: FSO State: NY City: New York Date Posted: 5/6/2024 | | Introducing the Floor Associate Floater Position at Forrest Solutions · Are you ready to dive into a dynamic role that keeps you on your toes? ...
-
Customer Service Associate
2 weeks ago
Habitat for Humanity Canada New Jersey, United StatesAs a Restore Customer Service Associate/Cashier you will work as a team with store management, Donation Processing/Merchandising Associates and Drivers to facilitate the completion of all store level tasks. This position also serves as a Warehouse Associate. You will perform a v ...
-
Legal Services Associate
6 days ago
MinKwon Center for Community Action New York, United StatesORGANIZATION HISTORY AND MISSION · The MinKwon Center for Community Action is a dynamic, mission-driven, and people-powered nonprofit organization that serves, educates, and organizes the Korean American, Asian Pacific American (APA), and immigrant communities in New York and aro ...
-
Patient Service Associate
2 weeks ago
Albany Medical Center New York, United States Full timeDepartment/Unit: · Counseling/Behavioral Work Shift: · Day (United States of America)Patient Service Associate, Albany, NY · Counseling & Behavioral Health Office · Work Schedule: Monday – Friday · We are seeking an Administrative Associate with excellent customer service skill ...
-
Client Service Associate
4 days ago
Phaxis New York, United StatesOur client, a long standing broker dealer, is seeking a Client Service Associate to add to their growing team. · This role is onsite in Downtown Manhattan. · Key Responsibilities: · Identify and own the client onboarding process, ensuring a smooth and efficient transition for new ...
-
Customer Service Associate
3 weeks ago
Health Recovery Solutions Hoboken, United States**Customer Service Associate (Hourly Position)** · at Health Recovery Solutions · Hoboken, New Jersey · HRS is looking to add a Customer Service Associate to our growing team. As a member of the team, you will work in the warehouse alongside the logistics team and you will aid ...
-
Service Associate
1 week ago
Cover Whale New York, United StatesJob Description · Job DescriptionWho is Cover Whale? · Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our driver ...
-
Customer Service Associate
1 week ago
Health Recovery Solutions Hoboken, United States**Customer Service Associate (Hourly Position)** · at Health Recovery Solutions Hoboken, New Jersey HRS is looking to add a Customer Service Associate to our growing team. As a member of the team, you will work in the warehouse alongside the logistics team and you will aid in re ...
-
Office Services Associate
4 days ago
IST Management New York, United States Full timeOverview · Benefits Include : Medical, Dental, Vision, STD, LTD, Life, 401k, Paid Time Off, and Bonus Incentives · Hourly Compensation: $26.00/hr-$26.00/hr USD · Hours: 9am to 6pm - Mon-Fri w/ 1 hour break · Who We Are · IST Management is a business process outsourcing compan ...
-
Client Service Associate
3 weeks ago
Masis Staffing Solutions New Jersey, United StatesThe Client Service Specialist will join the wealth management and financial planning team. The primary focus of this role is to handle various administrative tasks related to client onboarding, ensuring smooth processes and efficient client service. The ideal candidate will be de ...
-
Cashier & Customer Service Associate
1 week ago
P.C. Richard West New York, United StatesThis position is listed at the following store location West New York Kennedy Blvd. The Cashier & Customer Service Associate position mainly focuses on various clerical duties and customer service working within our retail showroom office, inc Customer Service, Cashier, Associate ...
-
Senior Client Service Associate
3 weeks ago
GemHarvest Executive Recruiting New York, United StatesSenior Client Service Associate · Billion+ Independent Wealth Management Firm · Stamford, CT · Overview · Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client S ...
-
Customer Service Associate
1 week ago
Impact Collective New York, United StatesJob Description · Job DescriptionThe Quality Customer Service Associate is required to execute all tasks regarding client services. As a Quality Customer Service Representative you will learn how to explain product benefit and use to consumers on behalf of our clients. · Customer ...
-
Lead Service Associate
1 week ago
Rite Aid New York, United StatesLead Service Associate · Contribute to our mission to improve Health and Wellness in your community. · Become a Rite Aid Lead Service Associate, today · As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is ...
-
Client Services, Associate
1 week ago
Blue Owl New York, United StatesBlue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent c ...
Service Associate - Weehawken, United States - UBS
Description
Your roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a service associate to:
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.
Your teamYou'll be working within a WMA Office on the operational team where we provide advice-based solutions.
Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.Your expertise
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.
#J-18808-Ljbffr
