- enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors
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Client Associate
4 weeks ago
Rockefeller Financial Chicago, United States Part timeAbout 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 ult ...
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Client Associate
2 weeks ago
UBS Chicago, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a [job title] to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of repor ...
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Client Service Associate
2 weeks ago
Stifel Chicago, United States Full timeSummary · The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, ...
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Senior Client Associate
1 week ago
Epsilon Chicago, United States Full timeJob Description · The Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities. · Responsibilities : · An individual contributor role that ...
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Client Services Associate
4 days ago
Savills North America Chicago, United StatesABOUT SAVILLS · At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. Wit ...
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Client Service Associate
5 days ago
Business Talent Group Chicago, United StatesAbout Us: · Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remo ...
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Senior Client Associate
2 weeks ago
Epsilon Chicago, United States Full timeJob Description · The Sr Client Associate will grow a current book of business. They will identify, influence, present, close deals with customers and meet and exceed quotas by leading and leveraging Epsilon's capabilities. · Responsibilities : · An individual contributor role t ...
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Client Scheduling Associate
2 weeks ago
Veritext Legal Solutions Chicago, United States Regular Full timeOverview: · Providing our clients with exceptional service is the foundation of our business. In Client Scheduling , you will be responsible for scheduling meetings and depositions, responding to inquiries and providing our clients with state-of-the-art products and services tha ...
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Client Services Associate
3 weeks ago
BGSF Chicago, United StatesOur client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacit ...
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Client Success Associate
1 day ago
Mintel Chicago, United StatesClient Success is vital to our long-term profitability. Retention is paramount to our success. We will not be successful unless our clients perceive the value from our services and continue to purchase on a recurring basis. · Are you ready to apply Make sure you understand all t ...
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Client Service Associate
3 weeks ago
BCI - Brokerage Consultants Inc. Chicago, United StatesClient Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonus · Chicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expen ...
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Client Service Associate
3 weeks ago
Ascendo Chicago, United StatesSeeking a Client Service Associate with experience working with high net worth clients and custodians. · Responsibilities · Oanize and prepare materials for regular client meetings that occur 2-4 times per year · Attend and participate in all Chicago area (and possibly out of ...
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Private Client Associate
3 weeks ago
Marquette Associates Chicago, United StatesMarquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service our team aims to be a trusted partner and as fiduciaries, our clients interests and objectives ...
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Client Success Associate
1 day ago
PerkSpot Chicago, United StatesJob Description · Job Description · PerkSpot is searching for a · Client Success Associate · to join our Client Success team Founded in 2006, we are on a Mission to Save Our Members Money by providing exclusive access to the best discounts available - anywhere. We ensure empl ...
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Registered Client Associate
2 weeks ago
UBS Chicago, 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: · * enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors · * keep contac ...
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Private Clients Associate
2 weeks ago
5 Legal Chicago, United StatesJob Description · Job DescriptionAn international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. · Ideal candidates will have 3-5 years of experience and should have a broad background with respect to a ...
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Client Services Associate
3 weeks ago
BGSF Chicago, United StatesResponsibilities · Take ownership of administrative processes, including the client on-boarding process · Handle all requests from clients and custodian partners pertaining to account administration · Organize, scan, and maintain all paper/electronic client files · Maintain CRM s ...
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Registered Client Associate
20 hours ago
UBS Chicago, United StatesUnited States - Illinois · Business management, administration and support · Global Wealth Management · Job Reference # · 294775BR · City · Chicago · Job Type · Full Time · Your role · We're looking for a Registered Client Service Associate to: · • as a Registered Clie ...
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Associate Client Director
2 weeks ago
NielsenIQ Chicago, United StatesCompany Description · Location: US-Remote · REFID797199 · Job Description · As a new retail landscape continues to evolve and the ecommerce channel continues to drive unprecedented change, NIQ's commitment towards the Full View of the retail environment becomes more important tha ...
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Associate Client Advisor
1 day ago
Bessemer Trust Chicago, United StatesJob Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Asso ...
Registered Client Associate - Chicago, United States - UBS
Description
Your roleWe're looking for a Registered Client Service Associate to:
* as a Registered Client Service Associate, you'll play an important role in listening, understanding and responding to clients' needs
.
* 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
* organize logistics of team marketing events, develop and maintain team marketing materials
provide the team with a detailed calendar of activities
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
* ideally 3-5 years of client service experience
* series 7 and 66 licensed required for Registered CSAs only
* college degree is preferred focusing on business administration, economics or finance
* proficient in Microsoft Office Suite and other technologies
* detail and service oriented (nothing gets past you)
* good written and verbal communication skills
* team player with good interpersonal skills
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.