- Series 7 & 66 and/or 65 & 63 licenses preferred but not mandatory
- Ideally 5+ years of experience in client service, within the finance sector
- Bachelor's or master`s degree or equivalent, focusing on finance
- Excellent communicator, with top-notch interpersonal skills
- Analytical and logical (you can solve problems like nobody's business)
- Team player
-
Client Service Associate
1 week ago
LPL Financial Paramus, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
-
Client Service Associate
1 week ago
LPL Financial Paramus, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
-
Registered Client Service Associate
1 week ago
Oppenheimer & Co. Inc. Saddle Brook, United States**Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securiti ...
-
Client Associate
6 days ago
UBS New York, United StatesUnited States - New York · - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations · - Global Wealth Management · **Job Reference #** · BR · **City** · - Ne ...
-
Client Associate
2 weeks ago
Rockefeller Financial Paramus, United StatesAbout 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 ...
-
Client Associate
2 weeks ago
Rockefeller Financial Paramus, United StatesAbout 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 ...
-
Client Associate
3 weeks ago
UBS Paramus, 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: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prepara ...
-
Client Associate
2 weeks ago
UBS Paramus, United StatesUnited States - New Jersey · Business management, administration and support · Global Wealth Management · Job Reference # · 292596BR · City · Paramus · Job Type · Full Time · Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a ...
-
Client Relations Associate
5 days ago
Hilldun Corporation New York, United StatesAbout Us: · Hilldun Corporation is a leading factoring and finance company in the fashion industry. With a rich history and a strong commitment to serving our clients, we provide innovative financial solutions that support businesses in the fashion sector. Our company is known fo ...
-
Client Partnerships Associate
1 week ago
CJ New York, United States**Company Description** · From helping to invent the affiliate industry, to performance marketing and what comes next, we've earned a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barb ...
-
Registered Client Associate
6 days ago
UBS New York, United StatesUnited States - New York · - Business management, administration and support, Client advisory / Relationship management · - Global Wealth Management · **Job Reference #** · BR · **City** · - New York · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? ...
-
Associate, Client Services
1 week ago
Songtrust New York, United StatesSongtrustR is the world's largest technology solution for global music publishing royalty collection and administration. It was founded to simplify music rights management and remove the complexity of the publishing landscape. Songtrust's core mission is to help musicians, publis ...
-
Associate Client Management
1 week ago
HSBC New York, United States-Job description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...
-
Client Service Associate
5 days ago
LPL Financial Services Paramus, United StatesAre you passionate about serving clients, adding value and improving processes/systems? Would you like to help people improve their financial wellbeing and build wealth for their future while growing financial advisors' businesses? Are you solution-oriented and passionate about d ...
-
Client Service Associate
2 weeks ago
UBS Paramus, 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: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparati ...
-
Client Service Associate
1 week ago
Advisor Business Solutions New York, United States**Qualifications**: · Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fideli ...
-
Client Service Associate
2 weeks ago
UBS Paramus, 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: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the prepa ...
-
Client Reporting Associate
1 week ago
Neuberger Berman New York, United StatesSummary · **Responsibilities**: · - Client Reporting_ · - Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements. · - Collaborate with Reporting and Technology teams to resolve reporting issues as t ...
-
Client Services Associate
2 weeks ago
Gratitude Homecare Paramus, United StatesGratitude Homecare is searching for a Client Services Associate to join our team and create personalized care plans for our clients. The Personal Assistant is a professional, providing visitation, support and companionship in the home for clients. Services include support, encour ...
-
Client Services Associate
4 days ago
Gratitude Homecare Paramus, United StatesGratitude Homecare is searching for a Client Services Associate to join our team and create personalized care plans for our clients. The Personal Assistant is a professional, providing visitation, support and companionship in the home for clients. Services include support, encour ...
Client Associate - Paramus, 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:
* keep 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
* plan team marketing events and maintain 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
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.
