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Client Associate
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UBS Phoenix, United StatesUnited States - Arizona · - Business management, administration and support · - Global Wealth Management · **Job Reference #** · BR · **City** · - Phoenix · **Job Type** · - Full Time · **Your role** · - Are you truly service oriented? Do you know how to take care of people? · - ...
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Client Associate
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Client Relationship Associate
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client service associate
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client relationship associate
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Randstad Phoenix, United Statesclient relationship associate - inbound calls. · phoenix , arizona · posted april 11, 2024 · job details · summary · $20 - $23 per hour · temp to perm · high school · category business and financial operations occupations · referenceAB_4512025 · job details · Training hours: Mond ...
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Associate, Client Management
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Coleman Research Phoenix, United StatesAssociate-Client Managementat Coleman Research Phoenix, AZThe Company:Coleman Research is trusted by the world's leading organizations to provide insights from hard-to-find experts on various subject matters. As a subsidiary of the leading expert network in Japan, VisasQ, with of ...
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Client Relationship Associate
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Randstad North America, Inc. Phoenix, United States. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues. · . Follows standardized processes to complete monetary and administrative transaction Relationship Associate, Client Relatio ...
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Client Service Associate
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Priority Financial Group Phoenix, United StatesThe Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients. · Examples of day-to-day responsibilities ...
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Associate, Client Management
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Client Service Associate
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Guidepoint Phoenix, United StatesOVERVIEW: Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.Backe ...
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Client Service Associate
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Client Service Associate
5 hours ago
Guidepoint Phoenix, United StatesOVERVIEW: At Guidepoint, we're the experts in finding expertise. Guidepoint connects clients with vetted subject matter experts-Advisors-from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make bette ...
Client Associate - Phoenix, 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 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
* series 7 and 66 licenses (for registered CSAs only)
* ideally 3-5 years of experience in client service, within the finance sector
* bachelor degree preferred
* excellent communicator, with solid interpersonal skills
* detail oriented (nothing gets past you)
* proficient in Microsoft Office Suite
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.