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Client Associate
6 days ago
UBS Rochester, United StatesYour 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 ...
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Client Associate
1 week ago
UBS Rochester, United StatesUnited States - New York · Business management, administration and support · Global Wealth Management · Job Reference # · 292025BR · City · Rochester · 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 ...
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Client Associate
1 week ago
UBS Rochester, United StatesYour 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 preparatio ...
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Client Relations Associate
1 week ago
Rochester Promotions Firm Rochester, United StatesAt CH Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients wit ...
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Client Services Associate
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TransPerfect Rochester, United StatesTransPerfect Is More Than Just a Job... · Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. · Who We Are · Do you want t ...
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Associate, Client Services
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CoreLogic Rochester, United StatesAt CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team ...
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Client Relations Associate
1 day ago
Rochester Promotions Firm Rochester, United StatesJob Description · Job DescriptionAt CH Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined eff ...
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Client Service Associate role
1 week ago
Insero Talent Solutions Rochester, United StatesInsero Talent Solutions is recruiting a Client Service Associate for a dynamic financial services firm in Rochester, NY. · Financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, wo ...
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Client Service Associate role
5 days ago
Insero Talent Solutions Rochester, United StatesJob Description · Job DescriptionInsero Talent Solutions is recruiting a Client Service Associate for a dynamic financial services firm in Rochester, NY. · Financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional ...
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Client Relations Associate
2 weeks ago
CH Promotions Irondequoit, United StatesJob Description · Job Description · At CH Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determine ...
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Client Relations Associate
5 days ago
Rochester Promotions Firm Henrietta, United StatesAt CH Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients wit ...
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Client Relations Associate
1 week ago
Rochester Promotions Firm Henrietta, United StatesJob Description · Job DescriptionAt CH Promotions, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined eff ...
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Client Associate
5 days ago
Travis Mathew Hilton, United StatesTravisMathew is a premium apparel brand that exists because we seized an opportunity-and we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the su ...
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Client Associate
5 days ago
Callaway Golf Hilton, United StatesABOUT THE BRAND: · Callaway Golf is the leading manufacturer of premium golf clubs, balls, performance gear and accessories worldwide. Through an unwavering commitment to innovation, we push the limits of performance and create demonstrably superior products designed to make ever ...
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Client Associate
5 days ago
Callaway Golf Hilton, United StatesABOUT THE BRAND:Callaway Golf is the leading manufacturer of premium golf clubs, balls, performance gear and accessories worldwide. Through an unwavering commitment to innovation, we push the limits of performance and create demonstrably superior products designed to make every g ...
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Client Services Associate
1 day ago
Paladin Consulting West Henrietta, United StatesInbound phone queue in a call center environment or our inbound click-to-chat queue. · Under a significant level of guidance and direction, provides customer service for one client product. Uses prescribed guidelines to ensure good customer relations are maintained and customer ...
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Client services Associate
5 days ago
Manning & Napier Fairport, United StatesSummary · As the Taft-Hartley & Institutional Services Associate, you will work largely independently and serve as a point of contact within the Client Services Team for Taft-Hartley & Institutional Services. Additionally, you will work in tandem with the appropriate Vice Preside ...
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client services associate
6 days ago
Manning & Napier Advisors Fairport, United StatesSummaryAs the Taft-Hartley & Institutional Services Associate, you will work largely independently and serve as a point of contact within the Client Services Team for Taft-Hartley & Institutional Services. Additionally, you will work in tandem with the appropriate Vice Presidents ...
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Patient Account Representative
1 day ago
Performix Rochester, United StatesDuties: · Institutional Insurance and reimbursement expert for one or more of the following business lines: durable medical equipment. · Performs all aspects of the billing and collection processes for the individual business lines across the enterprise. · These processes includ ...
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Accounting Supervisor/Controller
5 days ago
Insero & Co. CPAs, LLP Rochester, United StatesAccounting Supervisor/Controller (Outsource Accounting Services team) · Whether you are working in a CPA firm or in industry - if you have an interest in utilizing your experience to work on more exciting projects along with a mix of clients, then our Outsource Accounting Service ...
Client Associate - Rochester, 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 (not required to apply) but willing to obtain licenses after hire.
* ideally 3-5 years of experience in client service, within the finance sector
* 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.