- 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
- series 7 and 66 licenses (for registered CSAs only)
- ideally 5+ years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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Client Services Associate
2 weeks ago
Waveland Family Office, LLC Deerfield, United States**Client Services Associate (revised 5/9/24)** · Waveland Family Office, LLC ("WFO") is a multifamily office located in Deerfield, Illinois. WFO is a Registered Investment Advisor that represents various high net worth families and provides traditional family office services such ...
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Client Experience Associate
3 weeks ago
Aaxon Laundry Systems Fort Lauderdale, United StatesClient 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 ...
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Client Experience Associate
3 days ago
Aaxon Laundry Systems Fort Lauderdale, United StatesClient 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 ...
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Client Experience Associate
1 week ago
Aaxon Laundry Systems Fort Lauderdale, United StatesClient 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 ...
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Client Services Associate
3 weeks ago
Ascendo Resources Fort Lauderdale, United StatesSeeking a Client Services Associate to join a growing financial services team in Fort Lauderdale This person will be responsible for reviewing and processing new accounts, account maintenance, and communicating with clients over the phone & email. Looking for a candidate with exc ...
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Client Manager Associate
1 week ago
UNUM Ft. Lauderdale, United StatesJob Posting End Date: May 30 · When you join the team at Unum, you become part of an organization committed to helping you thrive. · Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's mome ...
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Client Experience Associate
1 week ago
Aaxon Laundry Systems Fort Lauderdale, United StatesClient 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 ...
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client manager associate
3 weeks ago
UNUM Ft. Lauderdale, FL, United StatesJob Posting End Date: April 29 · When you join the team at Unum, you become part of an organization committed to helping you thrive. · Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's mo ...
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Client Service Associate
3 weeks ago
Oppenheimer & Co. Fort Lauderdale, United StatesThis 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 ...
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Client Service Associate
3 weeks ago
Citigroup Inc Fort Lauderdale, United StatesJob DescriptionThe Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. CSA will drive the creation of client's KYC profile in Citi's KYC systems and will establish client's relationship and account(s) opening with IPB US. CSA will int ...
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Registered Client Service Associate
3 weeks ago
Raymond James Financial Services Fort Lauderdale, United StatesCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Re ...
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Registered Client Service Associate
1 week ago
Raymond James Financial, Inc. Fort Lauderdale, 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 Registered Client Service Associate who is a motivated, detail oriented and creativ ...
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Sr. Client Service Associate, Wealth
2 weeks ago
Fifth Third Fort Lauderdale, United StatesSr. Client Service Associate, Wealth & Asset Management page is loaded · Sr. Client Service Associate, Wealth & Asset Management · Apply · locations · Fort Lauderdale, FL · Boca Raton, FL · time type · Full time · posted on · Posted Yesterday · job requisition id · R48 ...
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Bank of America Fort Lauderdale, United StatesRegistered Wealth Management Client Associate · Fort Lauderdale, Florida · **Job Description:** · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealt ...
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Sr. Client Service Associate, Wealth
3 weeks ago
Fifth Third Fort Lauderdale, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Supports the Private Banker and interacts directly with existing clients to meet their b ...
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Bank of America Fort Lauderdale, United StatesJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
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Registered Wealth Management Client Associate
3 weeks ago
Bank of America Fort Lauderdale, United States Full timeJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
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Client Service Associate
3 weeks ago
Strategic Asset Management, LLC Pompano Beach, United StatesClient Service Associate Strategic Asset Management (SAM) Group · SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. · This position requir ...
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Client Service Associate
1 week ago
Strategic Asset Management, LLC Pompano Beach, United StatesClient Service Associate – Strategic Asset Management (SAM) Group · Please make sure you read the following details carefully before making any applications. · SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to joi ...
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Client Associate
3 weeks ago
UBS Boca Raton, 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 ...
Client Associate - Fort Lauderdale, 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:
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.
Your expertiseUBS 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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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