- carry out cash management functions, process securities and correspondence, keep records and perform margin activities
- greet and assist clients and visitors to the branch, providing exceptional service
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness and regulatory knowledge
- ideally 3 years of experience in client service, within the finance sector
- bachelor's or master`s degree or equivalent, focusing on finance
- an excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
-
Customer Service Associate
16 hours ago
Raising Cane's North Hollywood, United States$20 per hour - $21 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 ...
-
Customer Service Associate
2 days ago
Informa Markets Fort Lauderdale, United StatesInforma Markets, a division within Informa, creates global platforms for industries. We organise over 500 large-scale branded and transaction-oriented events in 14 specialist markets. These are typically not-to-be-missed annual events where buyers and sellers build relationships, ...
-
Customer Service Associate
3 days ago
Informa Group Plc. Fort Lauderdale, United StatesCompany Description · Informa Markets, a division within Informa, creates global platforms for industries. We organise over 500 large-scale branded and transaction-oriented events in 14 specialist markets. These are typically not-to-be-missed annual events where buyers and selle ...
-
Customer Service Associate
8 hours ago
Informa Markets Fort Lauderdale, United StatesInforma Markets, a division within Informa, creates global platforms for industries. We organise over 500 large-scale branded and transaction-oriented events in 14 specialist markets. These are typically not-to-be-missed annual events where buyers and sellers build relationships, ...
-
Customer Service Associate
1 week ago
The Hertz Corporation Fort Lauderdale, United StatesThe Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class cus Customer Service, Sales Assoc ...
-
Customer Service Associate
4 days ago
Informa, plc Fort Lauderdale, United StatesReporting to the Customer Service Manager, helping to deliver a world-class Customer Service program for SFV attendees. Manage Customer Service Systems:Manage the customer service inbox, which receives both digital and physical show queries. Balance Customer Service, Associate, S ...
-
Client Service Associate
1 week ago
Citigroup Inc Fort Lauderdale, United StatesJob DescriptionThe Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. CSA will drive the creation of client's KYC profile in Citi's KYC systems and will establish client's relationship and account(s) opening with IPB US. CSA will int ...
-
Patient Services Associate
2 weeks ago
Pediatrix Fort Lauderdale, United States· Requisition ID: · Location: US-FL-Fort Lauderdale · Position Type: Full Time · HR Rep / Recruiter: Marcia Harrison · Contact: · Responsibilities Handle high volume incoming calls. · Review the charts and insurance referrals/authorizations and taking appropriate act ...
-
Customer Service Associate
1 day ago
USARAD Holdings Inc Fort Lauderdale, United StatesJob Description · Job DescriptionFull time in office position · Responsibilities: · *Low level IT support · *Online customer support · *Live chat through website · *Identify customer needs, exceed client expectations and overall experience · *Ensure timely and successful delivery ...
-
Customer Service Sales Associate
5 days ago
The Hertz Corporation Fort Lauderdale, United StatesDo you find it exciting to meet new people? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to become an expert. Even in difficult s ...
-
Customer Service Sales Associate
4 weeks ago
The Hertz Corporation Fort Lauderdale, United StatesDo you find it exciting to meet new people? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to become an expert. Even in difficult s ...
-
Associate Director, Advancement Services
1 week ago
Nova Southeastern University Fort Lauderdale, United StatesAbout Us: · We are excited that you are considering joining Nova Southeastern University · Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputation for academic excellence and innovation. Nova Southeastern Universit ...
-
Associate Director, Advancement Services
1 week ago
Nova Southeastern University Fort Lauderdale, United StatesAbout Us: · We are excited that you are considering joining Nova Southeastern University · Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputation for academic excellence and innovation. Nova Southeastern Universit ...
-
Customer Service Sales Associate
3 weeks ago
Hertz Fort Lauderdale, United StatesJob Description · Do you find it exciting to meet new people? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to become an expert. ...
-
Sr. Client Service Associate, Wealth
2 weeks ago
Fifth Third Fort Lauderdale, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their ...
-
Customer Service Associate
4 weeks ago
Elevated Facility Services Fort Lauderdale, United StatesSummary · Under limited supervision of the General Manager, performs various secretarial, office support, and customer service-related tasks according to standard operating procedures. Working hours are from 8:00 to 5:00. · The Customer Service Associate is a direct report to ...
-
Customer Service Associate
1 week ago
Rebel Fort Lauderdale, United StatesJoin the Rebel team for spontaneity and growth in your next role. **Earn a Sign-On Bonus up to **$1000** just for joining our team** · **Why Join Our Team?** · Family owned and operated for over 30 years, we understand the service station business. We are community-centered, valu ...
-
Client Service Associate
1 day ago
Gallagher Fort Lauderdale, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, s ...
-
Client Service Associate
1 week ago
Strategic Asset Management (SAM) Group Pompano Beach, United StatesClient Service Associate – Strategic Asset Management (SAM) Group · SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. · This position requir ...
-
Customer Service Sales Associate
2 weeks ago
The Hertz Corporation Fort Lauderdale, United StatesDo you find it exciting to meet new people? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to become an expert. Even in difficult s ...
Service Associate - Fort Lauderdale, United States - UBS
Description
Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a service associate to:
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.
Your team
You'll be working within a WMA branch 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.
Your expertise
You have:
You are:
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
 Group&v=024){kind=logo}