Jobs
>
Stamford

    Client Associate - Stamford, United States - UBS

    UBS
    UBS Stamford, United States

    1 week 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 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
    Your team

    You'll be working in the Stamford Branch Office. Where you will play an important role on the team.

    Your expertise


    • ideally 1-3 years of experience in client service, within the finance sector
    • [bachelor degree preferred], focusing on business related field
    • 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.

    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?

    Disclaimer / Policy Statements

    UBS is an Equal Opportunity Employer.

    We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  • UBS

    Client Associate

    2 weeks ago

    UBS Stamford, United States

    Your role · Are 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 ...

  • Oppenheimer & Co

    Client Service Associate

    2 weeks ago

    Oppenheimer & Co Stamford, 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 securities bro ...

  • Fiduciary Technology Partners

    Client Success Associate

    2 weeks ago

    Fiduciary Technology Partners Stamford, United States

    Client Services Success Associate · Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expa ...

  • Oppenheimer & Co

    Client Service Associate

    4 weeks ago

    Oppenheimer & Co Stamford, United States

    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day ope ...

  • Oppenheimer & Co.

    Client Service Associate

    3 weeks ago

    Oppenheimer & Co. Stamford, United States

    This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day ope ...

  • Oppenheimer & Co. Inc.

    Client Service Associate

    2 weeks ago

    Oppenheimer & Co. Inc. Stamford, United States

    Job Description · Job DescriptionWho 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 indust ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Greenwich, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Registered Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the prep ...

  • UBS

    Client Associate

    1 week ago

    UBS Stamford, United States

    Your role · Are 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 ...

  • UBS

    Client Associate

    2 weeks ago

    UBS Stamford, United States

    Your role · Are you truly service oriented? Do you know how to take care of people? · Were 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 ...

  • Fiduciary Technology Partners

    Client Success Associate

    4 weeks ago

    Fiduciary Technology Partners Stamford, United States

    Client Services Success Associate · Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the ex ...

  • Bessemer Trust

    Associate Client Advisor

    2 days ago

    Bessemer Trust Greenwich, United States

    Job Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Assoc ...

  • Oppenheimer & Co.

    Client Service Associate

    3 weeks ago

    Oppenheimer & Co. Stamford, 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 securities brok ...

  • Oppenheimer & Co.

    Client Service Associate

    3 weeks ago

    Oppenheimer & Co. Stamford, 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 securities ...

  • Realty Plans

    Client Success Associate

    2 weeks ago

    Realty Plans Stamford, United States

    Job Summary · We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great custom ...

  • Realty Plans

    Client Success Associate

    2 weeks ago

    Realty Plans Stamford, United States

    Job Description · Job DescriptionJob Summary · We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ...

  • Realty Plans

    Client Success Associate

    3 weeks ago

    Realty Plans Stamford, United States

    Job Description · Job DescriptionJob SummaryWe are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that en ...

  • National Financial Partners Corporation

    Client Service Associate, Insurance

    3 weeks ago

    National Financial Partners Corporation Stamford, United States

    Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with Client Service, Relationship M ...

  • The Bank of New York Mellon

    Associate, Client Service I

    2 weeks ago

    The Bank of New York Mellon Greenwich, United States

    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, custody and/or ...

  • eMoney Advisor

    Associate Client Support Specialist

    1 week ago

    eMoney Advisor Stamford, United States

    · The Associate Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues via phone or chat and escalating cases to tier two teams or management when necessary. They handle cases related to at least five major areas of the eMoney ...

  • Bank of America

    Wealth Management Client Associate

    4 weeks ago

    Bank of America Fairfield, United States Full time

    Job 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. ...