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Client Associate
1 week ago
Rockefeller Capital Management 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 ultr ...
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Client Associate 2
3 days ago
Epsilon Chicago, United StatesThe 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 is responsibl ...
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Client Operations Associate
6 days ago
BMO US Chicago, United States320 S Canal Street Chicago Illinois,60606 · **Strategic Context** · Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family office that defines exceptional client experience. We seek to provide the most high-to ...
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Client Engagement Associate
3 days ago
Origin Harbor Capital Solutions Chicago, United StatesThis is a hybrid work opportunity based in our Chicago, Boston or New York office (2 days in office)._ · What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders ...
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Client Services Associate
1 day ago
The Family Business Consulting Group, Inc. Chicago, United States**WHO WE ARE AND WHAT WE DO** · Since 1994, The Family Business Consulting Group has worked with over 3,000 enterprising families in 70 countries to achieve one common goal: protect the integrity of the family and the enterprise for future generations. We share a core belief that ...
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Merrill Client Service Associate
1 week ago
Bank of America Chicago, United States**_ Business Overview_**: · - Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world ...
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Associate Director, Client Operations
1 week ago
Spark Foundry Chicago, United States**Company Description** · About Spark Foundry: · Spark Foundry is a global media agency that exists to bring HEAT - Higher Engagement, Affinity, and Transactions - to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more ...
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Associate, Client Service Ii
1 week ago
BNY Mellon Chicago, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Associate, Client Service Ii
4 days ago
BNY Mellon Chicago, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
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Associate Acquisition Client Executive
1 week ago
Hitachi Vantara Corporation Chicago, United StatesWe're Hitachi Vantara, a global infrastructure business. Our people are the force of meaningful progress. We enable the incredible with data - from taking theme park fans on magical rides, conserving natural resources, protecting rainforests to saving lives. We empower businesses ...
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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 ...
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Client Associate
1 week 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
1 week 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 Services Support Associate
6 days ago
Shaker Recruitment Marketing Oak Park, United States**Company Description** · What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right the rig ...
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Client Associate
1 week ago
Epsilon Chicago, United States Full time· Position: Client Associate 2 · Job 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 ...
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Client Associate
1 week ago
Epsilon Chicago, United States Full time· Position: Client Associate 2 · Job 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 ...
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Client Services Associate
1 week ago
Investortools Naperville, United StatesAt Investortools, you are encouraged to grow your skills and shape your career. Here, excellent service meets creative problem solving, helping us drive innovation and transform the finance industry together. We are an industry-leading organization whose mission is to serve insti ...
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Client Service Associate
1 week 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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Associate Client Advisor
1 week ago
Marsh & McLennan Companies, Inc. Chicago, United StatesAs a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marshs services are targeted to custo Client Advisor, Associate, Adv ...
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Client Services Associate
3 days 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 ...
Registered Client Associate - Chicago, United States - UBS
Description
Your roleAre 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 contact management systems up-to-date with client information
* 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 required 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.