Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Associate

$55k - $75k

UBS Financial Services Inc.

Key Responsibilities Are you truly service oriented? Do you know how to take care of people? Job Type Full Time Job Reference #

343135BR

City Norfolk Key Responsibilities 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 The team You’ll be working with a financial team in Norfolk, Virginia Your Skills And Experience series 7 and 66 licenses (for registered CSAs only) ideally 1-3 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 About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time equivalent role: United States - Virginia - Norfolk min USD 55000 - max USD 75000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. 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. #J-18808-Ljbffr UBS

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Associate in Norfolk, VA vacancy
  •  ...Wealth Management Client Associate Norfolk, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Norfolk, VA
    5 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portsmouth, VA
    2 days ago
  • $55k - $75k

     ...Norfolk, Virginia Your skills and experience series 7 and 66 licenses (for registered CSAs only) ideally 1-3 years of experience in client service, within the finance sector bachelor degree preferred excellent communicator, with solid interpersonal skills detail... 
    Suggested
    Full time
    Work at office
    Flexible hours

    UBS

    Norfolk, VA
    6 days ago
  • $60k - $79k

     ...Davenport & Company LLC in Norfolk, VA is seeking a hard‑working Client Service Associate to support Financial Advisors and serve as a back‑up to other Client Service Associates. The role requires a banking/financial services background, excellent customer service and... 
    Suggested
    Full time

    Davenport

    Norfolk, VA
    5 days ago
  •  ...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling... 
    Suggested

    Cerity Partners

    Norfolk, VA
    12 hours ago
  • $60k - $79k

     ...providing a high level of service that enhances the well-being of our clients, communities, and colleagues. Davenport & Company LLC is an...  ...(c) 2014. Open Positions Position: Registered Client Service Associate Location: Norfolk, VA Job Id: 404 # of Openings: 1... 
    Full time
    Work experience placement
    Casual work
    Summer internship
    Work at office
    Local area

    DAVENPORT & CO LLC

    Norfolk, VA
    5 days ago
  •  ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Norfolk, VA
    21 days ago
  • An AV-rated, well-established (almost 30 yrs) personal injury law firm is seeking a skilled Litigation Attorney to join our close-knit team. Starting salary is negotiable based upon experience with the opportunity to earn commissions and/or bonuses. We offer excellent...
    Work at office

    CivicMinds, Inc

    Chesapeake, VA
    4 days ago
  •  ...and a deep understanding of personal injury law. Our firm is committed to providing the highest quality legal representation to our clients, and we are looking for an individual who shares that commitment. Why join us? Health Insurance Dental Insurance Vision... 
    Permanent employment
    Local area

    Jobot

    Chesapeake, VA
    1 day ago
  • $18 per hour

    Customer Advocate We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 50...
    Hourly pay
    Summer work
    Local area
    Shift work
    Weekday work

    Carvana

    Norfolk, VA
    4 days ago
  •  ...litigation matters from inception through resolution. Represent clients during negotiations, mediations, depositions, hearings, and...  ...Qualifications Membership in the Virginia Trial Lawyers Association (VTLA) and/or Virginia Association of Defense Attorneys (VADA)... 

    Bryant Staffing Solutions

    Chesapeake, VA
    3 days ago
  •  ...learn. About the Role The Attorney will perform a variety of tasks requiring attorney knowledge, supervision and expertise, such as client communication and interaction; drafting and reviewing negotiation packages; and supervision of various personnel. To be successful... 

    Marcari, Russotto, Spencer & Balaban

    Chesapeake, VA
    2 days ago
  •  ...to add an experienced Pre-Litigation Attorney to its team. This is an opportunity for an attorney who enjoys working directly with clients, evaluating personal injury claims, negotiating with insurance carriers, and helping clients reach successful resolutions without the... 
    Full time

    Coastal Management Solutions

    Norfolk, VA
    5 days ago
  •  ...seeking an experienced Litigation Attorney with 5–10 years of practice in personal injury or complex litigation. The firm represents clients in general civil matters and litigates cases in both state and federal courts, with a primary focus on personal injury, mass torts,... 
    Remote work
    Flexible hours

    MONZINGO | LEGAL

    Portsmouth, VA
    1 day ago
  • Prime Legal is looking for Contract Attorneys to work in-office in Norfolk, Virginia for a litigation firm. The attorney will be drafting complaints and responses, experience in EDVA federal matters is preferable. Qualifications: Licensed in good standing in any U.S. jurisdiction...
    Permanent employment
    Contract work
    Work at office

    Prime Legal Staff Corporation

    Norfolk, VA
    5 days ago
  • $24.44 - $38.57 per hour

     ...health every day," this is a tobacco-free environment. For positions that are available as remote work, Sentara Health employs associates in the following states: Alabama, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Minnesota,... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work
    Relocation
    Shift work
    Day shift

    Sentara Healthcare

    Norfolk, VA
    1 day ago
  • $85k - $105k

    *Job Description* We are seeking a skilled Associate Attorney to join our real estate and secured creditor’s rights practice. The associate...  ...and support staff to deliver outstanding service to the firm’s clients, which include many of the nation’s premier lenders and... 
    Temporary work

    Glasser and Glasser, PLC

    Norfolk, VA
    3 days ago
  • $27.83 - $34.79 per hour

     ...of education, training, and experience that demonstrates required knowledge, skills, and abilities may be considered. Education: Associate degree in Psychology, Criminal Justice, Social Work, or directly related field Experience: Two (2) years of human services related... 
    Hourly pay
    Part time
    Work at office
    Local area

    City of Aurora

    Norfolk, VA
    5 days ago
  •  ...The client is seeking an Associate Attorney to support legal matters from intake through resolution. This role typically involves assisting with legal research, drafting and reviewing legal documents, and helping prepare case materials under attorney supervision to support... 

    Confidential

    Norfolk, VA
    12 hours ago
  •  ...Attorney to join a growing personal injury law team in Norfolk, VA. The Intake Attorney will be the first legal touchpoint for potential clients, conducting consultations, evaluating case validity, and guiding clients through the early phases of their claim. This role is... 

    Coastal Management Solutions

    Norfolk, VA
    3 days ago
  •  ...minimum of 3 years of experience to support its growing real estate practice. The ideal candidate will have hands-on experience advising clients in complex transactions involving acquisitions, dispositions, leasing, and financing. This is an excellent opportunity for a detail... 
    Contract work

    BCG Attorney Search

    Norfolk, VA
    4 days ago
  •  ...written and oral advocacy skills. Manage cases independently. Handle complex and high-value litigation. Commit to professionalism, client service, and teamwork. Requirements 3-10 years of personal injury or complex litigation experience. Federal court experience preferred... 
    Temporary work

    BCG Attorney Search

    Portsmouth, VA
    4 days ago
  •  ...long-term care and special needs planning. The role may also involve estate planning and estate/trust administration. Duties Advise clients on long-term care and special needs planning. Assist with long-term care Medicaid eligibility planning. Handle estate planning and... 

    BCG Attorney Search

    Portsmouth, VA
    2 days ago
  • $80k - $100k

    Job Overview Our client, a well-respected law firm, is seeking a motivated attorney to join their growing personal injury team. This full-time, on-site role located in Norfolk, VA focuses on intake, client engagement, and case development before litigation. Salary: $80... 
    Full time

    Coastal Management Solutions

    Norfolk, VA
    5 days ago
  •  ...workforce. It is a tobacco‑free environment. Remote Work For positions that are available as remote work, Sentara Health employs associates in the following states: Alabama, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Minnesota,... 
    Full time
    Temporary work
    Work at office
    Remote work
    Shift work
    Day shift

    Sentara Health

    Norfolk, VA
    5 days ago
  • Exciting And Challenging Career Opportunity If you are looking for an exciting and challenging career, this is the position for you! The mission of the Department of Justice is to uphold the rule of law, keep our country safe, and protect civil rights. You will be part...

    US Government Jobs

    Norfolk, VA
    2 days ago
  • Assistant United States Attorney An appointment with the U.S. Attorney's Office offers unique and challenging experiences for the highly motivated attorney; an opportunity to work on their own caseload and handle their own trials. Working in the Criminal Division, Assistant...
    Work at office

    Department of Justice

    Norfolk, VA
    2 days ago
  • Senior In-House Litigation Attorney - Epic Join to apply for the Senior In-House Litigation Attorney role at Epic . This position is based on our campus in Madison, WI and requires relocation. We recruit nationally and provide financial relocation assistance. Responsibilities...
    Full time
    Relocation
    Relocation package

    Epic

    Norfolk, VA
    5 days ago
  • Jobot in Chesapeake, VA seeks an experienced Permanent Personal Injury Attorney to join our legal team. The successful candidate will handle motor vehicle accident and medical malpractice cases, manage a caseload through trial, and uphold our commitment to high-quality ...
    Permanent employment

    Jobot

    Chesapeake, VA
    5 days ago
  •  ...and guide paralegals and support staff. Collaborate with the Managing Partner on strategic initiatives. Handle case management and client communications. Requirements Admitted and licensed to practice law in Virginia. Active member in good standing with the Virginia State... 
    Work at office

    BCG Attorney Search

    Chesapeake, VA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Associate. Be the first to apply!