- 5 years of client service experience
- Series 7 and 66 licensed required for Registered CSAs only
- High School Diploma or equivalent required; College Degree recommended
- Excellent skills in Microsoft Office Suite and other technologies
- Detail and service oriented
- Good written and verbal communication skills
- Team player with good interpersonal skills
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Client Services Fnol Associate
1 week ago
Selective Insurance Company of America Richmond, United StatesAt Selective, we don't just insure uniquely, we employ uniqueness._ · **Our Business** · Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. Selective's unique position as b ...
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Client Service Associate
5 days ago
Davenport Richmond, United StatesCLIENT SERVICE ASSOCIATE · Location: Richmond, VA · Department: Fixed Income · OVERVIEW: · Davenport is seeking a hard-working, detail oriented, and business minded professional to join its Retail Sales team. This full-time, hourly position will either: 1) Support a dedicated tea ...
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Client Service Associate
1 week ago
Sparks Personnel Services, Inc. Richmond, United StatesMaintain and update client information with accuracy and attention to detail. Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. Assist in the preparation of reports, presentations Client Service, Associate, Se ...
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Client Services Associate
3 weeks ago
Winged Keel Group Richmond, United StatesFirm Summary: · Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Fra ...
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Client Experience Associate
3 weeks ago
Commonwealth Retirement Advisors Richmond, United StatesOur Mission: · At our core, we are more than just a wealth management firm. We are a dedicated team committed to fostering lifelong relationships with our clients. Our mission is straightforward: we focus on understanding our clients' unique financial aspirations and delivering u ...
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Associate Client Manager
3 weeks ago
NielsenIQ Richmond, United StatesCompany Description · REFID298353 · This role will work a hybrid work schedulehome office and on-site in our client's office in Fort Gregg, VA one day per week. · Job Description · At NielsenIQ, we work with U.S Retailers and Manufacturers to help them understand their consum ...
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Client Services Associate
2 weeks ago
Winged Keel Group Richmond, United StatesFirm Summary: · Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Fr ...
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Client Service Associate
1 week ago
Sparks Group Richmond, United StatesResponsibilities: · Maintain and update client information with accuracy and attention to detail. · Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. · Assist in the preparation of reports, presentations, a ...
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Client Service Associate
4 days ago
Sparks Group Richmond, United StatesResponsibilities: · Have you got what it takes to succeed The following information should be read carefully by all candidates. Maintain and update client information with accuracy and attention to detail. · Serve as a trusted advisor for clients, proactively educating them on ...
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Associate Director, Client Engagement
1 day ago
MARKETview Education Partners Richmond, United StatesAbout the team: · The MARKETview team is united by a common passion to improve higher education access and the performance of colleges and universities. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitmen ...
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Associate Director, Client Engagement
2 weeks ago
MARKETview Education Partners LLC Richmond, United StatesAbout the team: · The MARKETview team is united by a common passion to improve higher education access and the performance of colleges and universities. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitmen ...
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Wealth Management Client Associate
2 weeks ago
Bank of America Richmond, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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2025 San Francisco 2l Summer Associate
2 weeks ago
McGuireWoods LLP Richmond, United States**Job ID**: · 3027 · **Position**: · Summer Assoc 2L · **Location**: · Richmond · **Practice Area**: · **Open Date**: · Thursday, May 9, 2024 · **Job Function**: · Legal · **Contact**: · Jessica Orozco · McGuireWoods is a great place to launch your career. As an international law ...
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Patient Care Coordinator
2 weeks ago
BluePearl Vet, LLC Richmond, United States**BluePearl Pet Hospital **is seeking an experienced **Patient Care Coordinator **to join our **state-of-the-art** emergency and specialty hospital.** · **Schedule**: Sunday, Monday, Tuesday, 12p - 12a. · **Pay**: $ $27.00/ hour · **This pay band is a starting point and is depend ...
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Portfolio Manager
2 weeks ago
CPVA Management, Inc. Richmond, United States$55,000 - $65,000 yearly · **Responsibilities**: · - Listen attentively to inquiries and feedback, maintaining professionalism and composure. · - Ensure prompt and professional responses to phone calls and correspondence. · - Stay informed on state regulatory agency statutes and ...
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Pre-litigation Paralegal/legal Assistant
1 week ago
Allen Allen Allen & Allen Richmond, United StatesAre you looking to work with a legal team that values relationships both with clients and employees? Would you like to work in a firm that believes in work life balance and offers outstanding benefits, including employer paid healthcare, generous compensation, a 401K plan with ma ...
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Portfolio Manager
2 weeks ago
CPVA Management, Inc. Richmond, United States**Compensation**: · $55,000 - $65,000 yearly · **Responsibilities**: · - Listen attentively to inquiries and feedback, maintaining professionalism and composure. · - Ensure prompt and professional responses to phone calls and correspondence. · - Stay informed on state regulatory ...
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Learning Infrastructure Specialist
2 weeks ago
Elevance Health Richmond, United StatesJob Family: EDT > Learning Design · Type: Full time · Date Posted: May 10, 2024 · Anticipated End Date: May 24, 2024 · Reference: JR116209 · Description · **Location**:Within 50 miles of any Elevance Health Pulse Point location · **Shift**:Monday - Friday; 1st shift hours · The * ...
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Mid Financial Svcs
1 week ago
McGuireWoods LLP Richmond, United States**Job ID**: · 3032 · **Position**: · Associate (Lateral) · **Location**: · Richmond · **Practice Area**: · General Litigation (Financial) · **Open Date**: · Friday, May 17, 2024 · **Job Function**: · Legal · **Contact**: · Alison Rogers · - The Richmond office of McGuireWoods is ...
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Account Executive
1 week ago
ES Management Group Inc Richmond, United States**ROLE AND RESPONSIBILITIES**: · Responsibilities include identifying and hiring internal employees as well as skilled and direct hire associates. · ? In person and over the phone cold calling, B2B sales activity conducted daily · ? Negotiating pricing and payment terms with pote ...
Client Associate - Richmond, United States - UBS
Description
Your roleYour job, as a Client Service Associate, is to enhance the client experience by servicing clients
and providing operational and administrative support to Financial Advisors. Your knowledge of firm
policy, procedures and technology allows you to interface with clients and prospective clients,
anticipate their needs, resolve their problems, and follow through to provide exceptional service.
You perform administrative duties that support Financial Advisors in their daily business practices
(e.g., client meetings, on-boarding new clients, marketing,
etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.
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.
