Senior Client Associate: Finance Client Services & Events
UBS
UBS in Phoenix is looking for a Senior Client Associate to manage client information, assist with reports, and support team marketing efforts. The ideal candidate will have 3-5 years of experience in client service within the finance sector, along with a bachelor's degree and strong communication skills. You will help educate clients, manage documentation for opening accounts, and maintain the team's marketing materials. Join UBS and empower diverse perspectives in a vibrant workforce. #J-18808-Ljbffr UBS
$75k - $90k
Senior Client Services Representative At Broadridge, we empower others to accomplish more. We are looking for a Sr Client Services Representative... ...Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color...SeniorLocal areaImmediate start- ...Client Services Representative Identifies complaints, investigates and responds to client requests by email and written response. Completes transactions to resolve client needs. May escalate issues. Responsibilities: Researches and resolves complex client issues...SeniorWork experience placementVisa sponsorship
$64.2k - $116.4k
...Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance professional within the... ...compliance risk. Lead and coordinate client and engagement acceptance activities... ...providing exceptional client service to your stakeholders while...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours$64.2k - $116.4k
...Engagement Business Advisor, Senior Associate - Finance Location: Atlanta Other locations: Anywhere in Region Salary... ..., 2026 In today's fast-changing world, our clients' needs are increasingly complex and the services we offer are rapidly evolving to support them....SeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- Dormont Manufacturing Co in Phoenix, Arizona, is seeking a Client Service Support professional to provide exceptional service to multiple Financial Advisors. The successful candidate will be the primary contact for the bank's clients, addressing service needs and customizing...Suggested
$90k
DC Global Talent Inc. is seeking a Senior Conference Service Manager for a luxury resort in Arizona. The... ...experience in conference services or event management within upscale hospitality.... ...details of events, cultivate client relationships, and maintain service standards...Senior- CFA Institute in Phoenix, Arizona is seeking a professional with a strong background in financial analysis and client servicing. The role involves managing high-net-worth accounts, developing client relationships, and negotiating loan agreements. The ideal candidate will...Senior
- ...various departments, fostering a broad understanding of company strategies. The ideal applicant has a background in financial or client services and will work closely with stakeholders to deliver comprehensive project solutions. Expected qualifications include an...SeniorRotational program
- ...Senior Client Associate We ’re looking for a Senior Client Associate to: keep... ...educate clients on account services and capabilities help with... ...requests plan team marketing events and maintain marketing materials... ...client service, within the finance sector bachelor degree...SeniorFull timeWork at office
- ...Your role Are you truly service oriented? Do you know how... ...people? We're looking for a Senior Client Associate to: • keep management... ...requests • plan team marketing events and maintain marketing... ...client service, within the finance sector • bachelor degree...SeniorWork at officeFlexible hours
- Cardone Ventures, LLC in Scottsdale, AZ is seeking a Senior Client Concierge Coordinator to provide exceptional service for high-value clients attending 10X360 events. This role involves acting as a primary point of contact, mentoring junior coordinators, and ensuring client...Senior
- King's Insurance Staffing is seeking a Senior Wealth Management Client Associate in Phoenix, Arizona. This role focuses on building and maintaining client relationships, assisting with financial planning, and supporting senior advisors in investment strategies. Candidates...Senior
$100k - $350k
Our client, a highly successful, nationally recognized Wealth... ..., is seeking to add a Senior Wealth Management Client Associate to join their practice in... ...through a high-touch service model Qualifications 3... ...required Bachelor’s degree in Finance, Economics, Business, or...SeniorTemporary workFlexible hours$60k - $70k
...Client Service Associate Department: Financial Services Employment Type: Full Time Location: Phoenix, AZ Reporting To: Tamara Compensation: $6... ...High School diploma or GED required. Bachelor’s degree in Finance, Accounting, Economics, or related field preferred. CFP certification...Full timeInternship- ...DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing... ...Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining...Work at officeLocal area
- ...Job Title Registered Client Service Associate (Series 7 required) – Scottsdale, AZ Overview A Scottsdale... ...Service Associate to support two Senior Financial Advisors, assisting with day... ...requests. Assist with team marketing events, develop marketing materials, and update...Full time
- ...Mariner Advisor Network is recruiting for a Client Service Associate to join One2One Wealth Strategies in Scottsdale, AZ. *** Mariner Advisor Network serves as a strategic partner to One2One Wealth Strategies. *** About One2One Wealth Strategies Headquartered in Scottsdale...Full timeFixed term contractMonday to Friday
- ...currently seeking experienced Senior Wealth Advisors to join... ...long‑term relationships with clients. The role partners closely with... ...With centralized back‑office services, resources, and technology, our... ...preferred. Bachelor’s degree in Finance, Business, Economics or...Senior
- ...firm is seeking entry-level candidates for a customer service role in Phoenix, AZ. The position involves a full-time... ...securities industry. Ideal candidates will have a degree in finance or economics and a passion for client service. This role offers competitive pay along with a...Full time
- ...Job Description What is the opportunity? As a Senior Client Associate (SCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these...SeniorFull timeWork at officeFlexible hours
$14 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours- ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About the Job TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences...Remote jobFlexible hours
- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ...marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial...Work experience placementWork at office
$19 per hour
...Client Service Associate National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers' evolving needs. We offer home, auto and accident and health insurance, as well as other specialty...Work at officeShift work$50k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications firm dedicated to helping brands craft meaningful narratives and build impactful connections. We specialize in strategic messaging, content development, and comprehensive communication solutions...- A wellness company in Scottsdale is looking for a motivated Client Services Associate. In this role, you will provide exceptional customer service, assist with appointment scheduling, and ensure a positive experience for clients seeking IV hydration and vitamin therapy....
- A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in marketing...
- Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In...Full timePart time
- Vanguard is seeking a Client Service Excellence Center associate in Scottsdale, AZ. In this role, you will assist clients with their financial inquiries through inbound calls while providing exceptional service. This position offers a total compensation range of $60,50...Remote job
$55k
...Client Service Associate, Consulting Phoenix, Arizona, United States Guidepoint's Client Service... ...deadlines Comfortable engaging senior professionals by phone, building rapport... ...environment with regular team-building events and social activities Initial conversation...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours
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