- Ideally 5 years of experience in client service, within the finance sector.
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Client Associate
4 days ago
UBS Saint Paul, United StatesYour role · Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? · We're looking for a Client Associate to: · * educate clients on account services and capabilities · * keep management systems up-to-date with client information · * he ...
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Client Associate/Registered Client Associate
6 days ago
Royal Bank of Canada Minneapolis, United StatesJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Associate/Registered Client Associate
2 weeks ago
Royal Bank of Canada Minneapolis, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Associate/Registered Client Associate
1 week ago
RBC Minneapolis, United StatesJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our ...
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Aladdin Business, Client Experience, Associate
2 weeks ago
Aurora Solutions Lino Lakes, MN, United States FreelanceAbout this role · Are you a highly motivated professional interested in building a career in FinTech? Do you have a passion for shaping and enhancing clients' investment processes? Are you able to thrive in a fast-paced environment and demonstrate resilience in the face of challe ...
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Client Associate/Registered Client Associate
2 weeks ago
RBC Capital Markets, LLC Minneapolis, United States Regular, Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Associate/Registered Client Associate
3 weeks ago
Royal Bank of Canada Minneapolis, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Associate
4 days ago
RBC Minneapolis, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Associate
1 week ago
Royal Bank of Canada Minneapolis, United States Full timeJob Summary · Job Description · What is the opportunity? · Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource ...
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Client Success Associate
1 week ago
Element Fleet Corporation Minneapolis, United StatesGet started on an exciting career at Element · Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard wo ...
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Client Service Associate
1 week ago
Insight Global Minneapolis, United StatesJob Description · Insight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in c ...
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Client Service Associate
4 days ago
Insight Global Minneapolis, United StatesInsight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in charge of taking ca ...
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Client Service Associate
2 weeks ago
Insight Global Minneapolis, United StatesJob Description · Insight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in c ...
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Client Relationship Associate
1 week ago
Disciplined Growth Investors Minneapolis, United StatesDisciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Its principal office and place of business is located at 150 South Fifth Street, Suite 2550, Minneapolis, MN D ...
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Client Success Associate
2 weeks ago
Element Fleet Corporation Minneapolis, United StatesGet started on an exciting career at Element · Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard wo ...
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Client Relationship Associate
1 week ago
CFA Institute Minneapolis, United StatesDisciplined Growth Investors, Inc., (DGI) is an Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Its principal office and place of business is located at 150 South Fifth Street, Suite 2550, Minneapolis, MN D ...
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Client Success Associate
1 week ago
CEI Fleet Collision and Safety Minneapolis, United StatesClient Success Associate (FPS Associate) page is loaded · Client Success Associate (FPS Associate) · Apply · locations · Minneapolis · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · R103131 · Get started on an exciting career at Element · ...
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Client Service Associate
1 week ago
Insight Global Minneapolis, United StatesInsight Global is seeking a Client Service Associate for one of its largest financial clients. In this role, you will be responsible for assisting Financial Advisors & Client Associates navigate through applications as questions and needs arise. You will be in charge of taking ca ...
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Associate Client Director
1 week ago
NielsenIQ Minneapolis, United StatesJob Description · Job DescriptionCompany Description · Location: US-Remote · REFID844546 · Job Description · As a new retail landscape continues to emerge, and the Home, Auto, Tech and Durables marketplace experiences unprecedented change, NIQ's commitment towards the Full View o ...
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R&D Associate
2 hours ago
Actalent Saint Paul, United States Full timeSeeking an R&D Associate/Scientist that is passionate about plant science · To be considered, apply and send resume to · Description: · This role supports the development of new gene edited plants through tissue culture, growth chambers and greenhouses. · Responsibilities includ ...
Client Associate - Saint Paul, 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 Service Associate to:
* educate clients on account services and capabilities
* keep management systems up-to-date with client information
* help with the preparation of reports and other materials for client meetings
* collect the right documentation for opening new accounts and service requests
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
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
You are:
- an excellent communicator, with solid interpersonal skills
- committed to providing top-notch client service
- 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.