- Ideally 5 years of experience in client service, within the finance sector.
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Client Associate
1 week ago
UBS Saint Paul, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · * educate clients on account services and capabilities · * keep management systems up-to-date with client information · * help with the prepara ...
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Client Associate/Registered Client Associate
6 days ago
Royal Bank of Canada Minneapolis, United StatesJob 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 ...
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Client Associate/Registered Client Associate
2 weeks ago
Royal Bank of Canada Minneapolis, United States 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 ...
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Client Associate/Registered Client Associate
1 week ago
RBC Minneapolis, United StatesJob 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 ...
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Aladdin Business, Client Experience, Associate
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Client Associate/Registered Client Associate
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RBC Capital Markets, LLC Minneapolis, United States Regular, 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 ...
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Client Associate/Registered Client Associate
3 weeks ago
Royal Bank of Canada Minneapolis, United States 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 ...
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Client Associate
4 days ago
RBC Minneapolis, United States 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 ...
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Client Associate
1 week ago
Royal Bank of Canada Minneapolis, United States 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 ...
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Client Success Associate
1 week ago
Element Fleet Corporation Minneapolis, United StatesGet started on an exciting career at Element · Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard wo ...
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Client Service Associate
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Client Service Associate
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Client Service Associate
2 weeks ago
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Client Relationship Associate
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Disciplined Growth Investors Minneapolis, United StatesDisciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Its principal office and place of business is located at 150 South Fifth Street, Suite 2550, Minneapolis, MN D ...
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Client Success Associate
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Element Fleet Corporation Minneapolis, United StatesGet started on an exciting career at Element · Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard wo ...
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Client Relationship Associate
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CFA Institute Minneapolis, United StatesDisciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Its principal office and place of business is located at 150 South Fifth Street, Suite 2550, Minneapolis, MN D ...
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Client Success Associate
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Client Service Associate
1 week ago
Insight Global Minneapolis, United StatesInsight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in charge of taking ca ...
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Associate Client Director
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R&D Associate
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Actalent Saint Paul, United States Full timeSeeking an R&D Associate/Scientist that is passionate about plant science · To be considered, apply and send resume to · Description: · This role supports the development of new gene edited plants through tissue culture, growth chambers and greenhouses. · Responsibilities includ ...
Client Associate - Saint Paul, United States - UBS
Description
Your roleAre you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We're looking for a Client Associate to:
* educate clients on account services and capabilities
* keep management systems up-to-date with client information
* help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
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
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
You are:
- an excellent communicator, with solid interpersonal skills
- committed to providing top-notch client service
- 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.
