Jobs
>
New York City

    Registered Client Service Associate - New York, United States - UBS

    UBS
    UBS New York, United States

    2 weeks ago

    Default job background
    Description
    Your role

    Are you truly service oriented? Do you know how to take care of people?

    We're looking for a Registered 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

    * series 7 and 66 licenses
    * ideally 3-5 years of experience in client service, within the finance sector
    * bachelor's or master`s degree or equivalent
    * 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 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.

    With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
  • Raising Cane's

    Customer Service Associate

    2 weeks ago

    Raising Cane's New York, United States

    $17 per hour - $19 per hour · Como parte importante de nuestro equipo, los asociados de servicio al cliente impactan todas las áreas de la experiência del cliente. Como sugiere el nombre, su principal prioridad es brindar un excelente servicio al cliente. En este rol, serás respo ...

  • Morgan Stanley

    Associate Service Manager

    2 weeks ago

    Morgan Stanley New York, United States

    Associate Service Manager · Job Number: · 3252561 · POSTING DATE: May 16, 2024 · PRIMARY LOCATION: Americas-United States of America-New York-New York · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Assistant Vice President · DESCRIPTION · -: · Service Managers ...

  • Swiss Post Solutions

    Facility Services Associate

    3 weeks ago

    Swiss Post Solutions New York, United States

    _**The Facilities Associate**_ is primarily responsible to aide in managing the facilities and operations of the office. The Facilities Associate will work with Facilities Lead in determining service needs. The Facilities Associate will be responsible for assistance in oversight, ...

  • Tech Connected

    Customer Service Associate

    3 weeks ago

    Tech Connected New York, United States

    **Job Location**: New York City · **Position**: Customer Service Associate · **About the Role**: · We're seeking a dedicated individual to join our team as a Customer Service Associate. As a Customer Service Associate, you will be responsible for providing exceptional service to ...

  • Tech Connected

    Guest Service Associate

    2 weeks ago

    Tech Connected New York, United States

    **Job Location**: New York City · **Position**: Guest Service Associate · **About the Role**: · We are seeking a friendly and customer-focused individual to join our team as a Guest Service Associate. In this role, you will be responsible for providing exceptional service to our ...

  • Songtrust

    Associate, Client Services

    2 weeks ago

    Songtrust New York, United States

    SongtrustR 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 ...

  • Williams Lea

    Office Service Associate

    2 weeks ago

    Williams Lea New York, United States

    Williams Lea is hiring for an Office Services Associate for our New York City office to work Monday to Friday 8:00 am to 5:00 pm · Pay: $19.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retireme ...

  • Wlliams Lea

    Office Services Associate

    3 weeks ago

    Wlliams Lea New York, United States

    Williams Lea is hiring for an Office Services Associate for our New York City office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retireme ...

  • Wlliams Lea

    Office Services Associate

    3 weeks ago

    Wlliams Lea New York, United States

    Williams Lea is hiring for an Office Services Associate for our New York City office to work Monday to Friday 2:00 pm to 11:00 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 401k Retirem ...

  • Williams Lea

    Office Services Associate

    3 weeks ago

    Williams Lea New York, United States

    Williams Lea is hiring for an Office Services Associate for our New York City office to work Sunday 12:00 pm to 6:00pm, Monday 10:00 am to 7:00 pm and Tuesday to Thursday 11:00 am to 8:00 pm · Pay: $20.00/hour · **Benefits**: · - Various health insurance options & wellness plans ...

  • Fast Retailing

    Customer Service Associate

    2 weeks ago

    Fast Retailing New York, United States

    Company Overview: · GU is a brand of Fast Retailing Co., Ltd., a leading Japanese retail holding company with global headquarters in Tokyo. GU is the second largest brand in the Fast Retailing Group after UNIQLO. The brand name GU is derived from the Japanese word "jiyu", which m ...

  • The Door - A Center of Alternatives, Inc.

    Patient Service Associate

    3 weeks ago

    The Door - A Center of Alternatives, Inc. New York, United States

    **Overview**:Founded in 1972, The Door's mission is to empower young people to reach their potential by providing comprehensive youth development services in a diverse and caring environment. Each year up to 11,000 young people from across New York City come to The Door for healt ...

  • Brickman's Ace Hardware

    Customer Service Associate

    3 weeks ago

    Brickman's Ace Hardware New York, United States

    We are a neighborhood Ace Hardware store in search of dedicated Customer Service Associates to join our team. If you're committed to providing exceptional service and enjoy working in a customer-oriented environment, we invite you to apply. · **Key Requirements**: · **Retail Expe ...

  • Williams Lea

    Office Services Associate

    2 weeks ago

    Williams Lea New York, United States

    Williams Lea is hiring for an Office Services Workflow Coordinator for our New York City office to work Monday to Friday 8:30 am to 5:30 pm · Pay: $18.00/hour · **Benefits**: · - Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · - 40 ...

  • UBS

    Service Associate

    3 weeks ago

    UBS Weehawken, United States

    United States - New Jersey · - Business development, Management and Business Support, Operations, Risk, Training and development · - Global Wealth Management · **Job Reference #** · BR · **City** · - Weehawken · **Job Type** · - Full Time · **Your role** · - Are you incredibly or ...

  • The Millennium Group

    Customer Service Associate

    2 weeks ago

    The Millennium Group Newark, United States

    **KEY RESPONSIBILITIES**: · - Serve as liaison between TMG's mail and office services team and client departments. · - Responsible for receiving, sorting, and distributing incoming mail (e.g. letters, parcels, U.S. Postal, and interdepartmental) to appropriate recipients and depa ...

  • CareWell Health

    Pre-service Associate

    2 weeks ago

    CareWell Health East Orange, United States

    **Job Summary** · Responsible for pre-registration of assigned accounts, ensuring financial clearance is competed in a timely manner, and all precertification documentation is collected for outpatient procedures. Will also verify insurance for all scheduled and non-scheduled admi ...

  • Northwell Health

    Support Service Associate

    2 weeks ago

    Northwell Health New York, United States

    Provides safe, courteous escort service for patients between the Emergency Department (ED) and other departments. Performs various patient care activities and related services necessary in caring for the comfort and safety of patients of all ages. Works under direct supervision o ...

  • B&H Photo

    Customer Service Associate

    3 weeks ago

    B&H Photo New York, United States

    At over 50 years old and counting, B&H has built a reputation as the trusted resource for photography and videography enthusiasts via its NYC SuperStore and its award-winning website. Long known as "The Professional's Source", B&H is recognized by savvy consumers worldwide for it ...

  • Advisor Business Solutions

    Client Service Associate

    2 weeks 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 ...