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Client Relations Associate
1 week ago
Elite GI. Plano, United StatesAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outr ...
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Client Service Associate
1 week ago
Hilltop Holdings Plano, United StatesHilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. HilltopSecurities Inc ...
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Registered Client Associate
1 week ago
D.A. Davidson Plano, United StatesBack to job search · Job Description · Summary/Function · We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Plano, TX office. This team-critical role requires outstanding attention to detail, the ability to balance multiple reques ...
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Client Relations Associate
3 days ago
Elite GI. Plano, United StatesAt · Elite Generations , our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable ...
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Client Service Associate
2 weeks ago
Hilltop Holdings Plano, United StatesJob DescriptionHilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. Hillto ...
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Client Service Associate
2 days ago
Hilltop Holdings Plano, United StatesJob Description · HilltopSecurities is looking to hire a Client Service Associate to work in the Plano, Texas office. The Client Service Associate will work for several financial advisors. This position will assist in servicing a large client base that is continually growing. · ...
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Client Relations Associate
1 week ago
Elite GI. Plano, United StatesJob Description · Job DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their effort ...
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Registered Client Service Associate
14 hours ago
Morgan Stanley Plano, United StatesRegistered Client Service Associate Job Number: · Posting Date · :May 28, 2024 Primary Location · :Americas-United States of America-Texas-Plano Job · :Wealth ManagementEmployment Type:Full TimeJob Level:Non-Exempt Description POSITION SUMMARY: Registered Client Servic ...
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Client Associate
3 weeks ago
Pacific Premier Bank Addison, United StatesThe Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams. · RESPONSIBILITIES · Ensure d ...
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Client Support Associate
2 weeks ago
Pacific Premier Bank Addison, United StatesThe Client Support Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. The incumbent in this position will provide excellent customer service to Premier Property Pay por Client Support, Associate, Su ...
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Client Support Associate
2 weeks ago
Pacific Premier Bank Addison, United StatesThe Client Support Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. The incumbent in this position will provide excellent customer service to Premier Property Pay portal customers as well as inter ...
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Client Intake Associate
6 days ago
Behavioral Innovations Addison, United StatesOverview: · Your Work and How Youll Make a Difference: · The Client Intake Associate is the first point of contact for families inquiring about Diagnostic and/or ABA services. Every clients journey with autism is different, from diagnosis to ultimate treatment through ABA thera ...
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Client Support Associate
2 weeks ago
Pacific Premier Bank Addison, United StatesThe Client Support Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel. The incumbent in this position will provide excellent customer service to Premier Property Pay portal customers as well as inter ...
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Associate, Client
2 weeks ago
Oaktree Capital Management Dallas, United StatesOur Company · Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credi ...
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Construction Manager
1 week ago
Stage 4 Solutions Inc Plano, United States**Construction Manager (Remote)** · We are looking for a Construction Manager for our enterprise communications and service client. The Construction Manager is expected to be in the field as needed, several times per week. Accountable for all Civil Works and associated financial ...
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Banfield, The Pet Hospital Plano, United States Full timeBanfield aspires to be a practice where, as a team, we make a positive impact on pet health care in hospitals, communities, and the field of veterinary medicine. · Whether you are a recent graduate or an experienced veterinarian looking for a change, a new beginning at Banfield m ...
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Principal Associate
1 week ago
Capital One Plano, United StatesLocations: TX - Plano, United States of America, Plano, TexasPrincipal Associate - Content StrategistThis is a Hybrid position located in Plano, TX. Relocation to Plano, TX required if you're not located in the Dallas, TX area. · At Capital One, we're building a leading informati ...
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Associate Account Manager, Personal Insurance
3 weeks ago
FNIC Plano, United States: · **Are you looking for?** · - Time back in your day · - Flexible schedule · - Paid time off · - Fun working environment · - Tuition reimbursement · - Growth & development · Some people are born to help others and in the insurance industry, there is no shortage of people who ne ...
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Lead Business Advisor
1 week ago
USAA Plano, United States Full timeWhy USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to g ...
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Licensed Assistant Doctor
2 weeks ago
Apex Dynamics Plano, United StatesAre you a passionate doctor and put the patient first in everything you do? Do you want to continuously develop yourself and take on responsibility as quickly as possible? · Then we are looking for YOU Our client is looking for a licensed assistant doctor in internal medicine (m/ ...
Client Associate - Plano, 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
* ideally 5years 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
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.