Jobs
>
Miami

    Registered Client Associate - Miami, United States - UBS

    UBS
    UBS Miami, United States

    2 weeks ago

    Default job background
    Description
    Your role

    * 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

    • Conduct order entry functions supporting financial advisors
    • Understand Corporate Actions including reorgs, tender offers and spin-offs
    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


    • Fluent in Spanish
    • Series 7 and 66 licenses required
    • At least 3-5 years of experience in client service, within
    the finance sector

    * bachelor's degree or equivalent
    * excellent communicator, with solid interpersonal skills
    * detail oriented (nothing gets past you)
    * proficient in Microsoft Office Suite

    • You will be the first point of contact for client service
    requests and operational processing for prospects and

    existing clients of the financial advisor.

    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.
  • TransPerfect

    Client Services Associate

    2 weeks ago

    TransPerfect Miami, United States

    Who We Are · Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services effi ...

  • Ascendo Resources

    Client Services Associate

    2 weeks ago

    Ascendo Resources Aventura, FL, United States

    Salary: $80k - 90k per year + Bonus · Reference: RS · Seeking a Client Services Associate for a growing Investment firm This person will be responsible for reviewing and processing new accounts and communicating with clients over the phone & email. The Client Services Associate i ...

  • 5 Legal

    Private Client Associate

    3 weeks ago

    5 Legal Miami, United States

    Job Description · Job DescriptionA leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. · The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic and inte ...

  • Raymond James Financial, Inc.

    Client Service Associate

    4 weeks ago

    Raymond James Financial, Inc. Miami, United States

    **Description** · **Job Summary** · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem s ...

  • Oppenheimer & Co. Inc.

    Client Service Associate

    3 weeks ago

    Oppenheimer & Co. Inc. Miami, 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 ...

  • Banco de Credito e Inversiones

    Registered Client Service Associate

    2 weeks ago

    Banco de Credito e Inversiones Miami, United States

    Job Description · Job DescriptionABOUT BCIBci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in wh ...

  • Banco de Credito e Inversiones

    Registered Client Service Associate

    2 weeks ago

    Banco de Credito e Inversiones Miami, United States

    Job Description · Job DescriptionABOUT BCI · Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in ...

  • Willis Towers Watson

    Associate Client Advocate

    3 weeks ago

    Willis Towers Watson Miami, United States Paid Work

    The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and ...

  • UBS

    Registered Client Associate

    2 weeks ago

    UBS Coral Gables, United States

    Your role · Are you skilled at top notch client service? Do you know how to take care of people? We are 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 th ...

  • Itau

    Client Fullfil Associate

    2 weeks ago

    Itau Miami, United States

    Client Fulfillment Associate is responsible for providing accurate, complete management reports, controlling and reviewing data for accounts, using our core systems to generate reports. Research potential issues, analyze client data information using tools and managerial reports. ...

  • Morgan Stanley

    Registered Client Service Associate

    3 weeks ago

    Morgan Stanley Aventura, United States Full time

    POSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing th ...

  • Ameriprise Financial

    Registered Client Service Associate

    3 weeks ago

    Ameriprise Financial Coral Gables, United States

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support ...

  • Ascendo Resources

    Licensed Client Services Associate

    2 weeks ago

    Ascendo Resources Miami, United States

    Seeking a candidate with experience in executing trades to join a financial services firm in Miami. The person will be responsible for executing trades on behalf of our clients or the firm, ensuring optimal pricing and efficient order execution. This role is critical in achieving ...

  • Bank of America

    Private Wealth Client Associate

    4 weeks ago

    Bank of America Miami, United States Full time

    Description · : · This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, w ...

  • Aaxon Laundry Systems

    Client Experience Associate

    6 days ago

    Aaxon Laundry Systems Fort Lauderdale, United States

    Client Experience Associate · Client Experience Associate for our growing route service department. You will speak with thousands of residents from apartments and condominiums who use our laundry equipment. · Position duties: · • Provide direct customer support for residents of a ...

  • Leeds Professional Resources

    Registered Client Associate

    3 weeks ago

    Leeds Professional Resources Doral, United States

    Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth. · Responsibilities: · Assist the team with all non-sales related fu ...

  • Ascendo Resources

    Client Services Associate

    3 weeks ago

    Ascendo Resources Aventura, United States

    Seeking a Client Services Associate for a growing Investment firm This person will be responsible for reviewing and processing new accounts and communicating with clients over the phone & email. The Client Services Associate is a key point of contact for all service and operation ...

  • Safra National Bank

    Senior Client Service Associate

    4 days ago

    Safra National Bank Aventura, United States

    Senior Client Service Associate | Aventura, Florida · Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation ("FDIC"). Headquartere ...

  • Aaxon Laundry Systems

    Client Experience Associate

    2 weeks ago

    Aaxon Laundry Systems Fort Lauderdale, United States

    Client Experience Associate · If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. · Client Experience Associate for our growing route service department. You will speak with thousands of residents ...

  • Mohabel Enterprises

    Client Support Associate

    3 weeks ago

    Mohabel Enterprises North Miami, United States

    Mohabel Enterprise is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a ...