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

Veteran Client Associate - Financial Services Training

UBS Financial Services Inc.

UBS is offering a SkillBridge training assignment in New York City for transitioning service members seeking a path into the Financial Services industry as a Registered Client Associate. The program focuses on client services, education on account capabilities, and supporting a Financial Advisor team in a busy office environment. You will work alongside experienced professionals in New York, handling client communications, documentation, and calendar planning while developing key licenses and #J-18808-Ljbffr UBS

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Veteran Client Associate - Financial Services Training in New York, NY vacancy
  • $70k - $90k

     ...leading independent financial advisory services firm. Originally founded...  ...$224 billion in client assets as of June 30...  ...growing team as a Client Associate. The Client...  ...continuing education training sessions as required...  ...citizenship, age, military or veteran status, marital or... 
    Veteran
    Training
    Work at office
    Local area

    Rockefeller Capital Management

    New York, NY
    2 days ago
  • $80k - $105k

     ...top-tier global financial group. Headquartered...  ...of financial services, including banking...  ...institutional, and municipal clients. It connects a...  ...functions associated with supporting...  ...setup, platform training, and documentation...  ...com. EOE, including Disability/veterans... 
    Veteran
    Training
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    SMBC

    New York, NY
    1 day ago
  • $98.96k - $148.44k

    Client Experience Associate SAFE Act - AVP - San Francisco, CA Location...  ...level of customer service and teamwork....  ...performance and supports the training and development of...  ...management or other financial services roles....  ...status as a protected veteran, or any other characteristic... 
    Veteran
    Training

    Citi

    New York, NY
    1 day ago
  •  ...Client Development Associate (CDA) We are looking to hire a professional Client Development Associate...  ...professionals. We offer reimbursement for training and continuing education to help you...  ...marital status, pregnancy, protected veteran status, protected genetic information... 
    Veteran
    Training
    Work at office
    Local area
    Flexible hours

    Intapp

    New York, NY
    2 days ago
  • ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway...  ...work, video, e-learning and training, and legal support services....  ...origin, disability, veteran status, or any other characteristic...  ...of the Client Services Associate is responsible for serving as... 
    Veteran
    Training
    Internship
    Local area

    TransPerfect

    New York, NY
    2 days ago
  • $70k - $80k

     ...Position: To provide support to both our Client Service and Business Development teams in all...  ...dependent upon many factors, such as: training, transferrable skills, work experience,...  .../ Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national... 
    Veteran
    Training
    Work experience placement
    Work at office
    Remote work
    Visa sponsorship
    Work visa

    Amalgamated Bank of NY

    New York, NY
    25 days ago
  • $33.28k - $85k

    Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY...  ...to our clients and support Financial Advisor(s) (FAs)/ Private...  ...in firm initiatives (e.g., training or education programs),...  ...partnership/union status, pregnancy, veteran or military service status,... 
    Veteran
    Training
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    5 days ago
  •  ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional...  ...over the globe meet their financial goals by providing industry...  ...Provide superior client service by being responsive, thoughtful...  ..., age, marital or veteran status, pregnancy or disability... 
    Veteran

    Chase

    New York, NY
    4 days ago
  • $65k - $102.5k

     ...team as a Tax Compliance Associate in WM Operations....  ...across the Firm to support financial transactions, devise...  ...controls and develop client relationships. This...  ...global leader in financial services, always evolving and...  ...status, pregnancy, veteran or military service status... 
    Veteran
    Full time
    Temporary work

    Morgan Stanley

    New York, NY
    3 days ago
  • $81.13k - $164.57k

     ...team helping high-profile clients understand, analyze, and...  ...multifaceted engagements, formal training, and informal mentoring....  ...Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities...  ..., disability, protected veteran status, or any other... 
    Veteran
    Training
    Work at office
    Local area
    Relocation
    Relocation package

    KPMG

    New York, NY
    3 days ago
  • $28 - $32 per hour

     ...and growing wealth management and financial services organization is hiring multiple Client Onboarding Specialists to...  ...to deliver hands-on onboarding training and support Serve as the primary...  ..., genetic information, military/veteran status, or any other protected status... 
    Veteran
    Training
    Full time
    Contract work
    Local area
    Remote work

    MOHR Talent

    New York, NY
    19 hours ago
  • $100k - $115k

     ...solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth...  ..., high-energy client service associate who thrives in an...  ...national origin, citizenship, veteran status, ancestry, age (over 4... 
    Veteran
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    5 days ago
  • Talener is a full-service staffing company with headquarters in NYC...  ..., Talener has worked with clients in dozens of industries, from...  ...between. The Client Services Associate role is a clear, structured path...  ...professional. You will train one-on-one with a senior-level... 
    Training
    Work experience placement
    Internship

    Talener

    New York, NY
    5 days ago
  • $112.92k - $126.47k

     ...way to shop and bring flexible healthy financial services to consumers.Job DescriptionIn this position...  .... You will also contribute to training enablement by providing structured feedback...  ...age, disability, genetic information, veteran status, marital status, pregnancy, parental... 
    Veteran
    Training
    Local area
    Flexible hours

    Softbank Investment Advisers

    New York, NY
    1 day ago
  • $28 - $32 per hour

     ...and growing wealth management and financial services organization is hiring multiple Client Onboarding Specialists to...  ...to deliver hands-on onboarding training and support Serve as the primary...  ..., genetic information, military/veteran status, or any other protected status... 
    Veteran
    Training
    Full time
    Contract work
    Local area
    Remote work

    MOHR Talent

    New York, NY
    2 days ago
  • $68k - $80k

     ...affairs team as an Associate. SKDK brings...  ...candidates. Overview The Client Finance Associate...  ...with the Shared Financial Team to oversee and...  ...of Shared Services team members within...  ...to recruit, hire, train, and promote without...  ..., marital status, veteran status, disability... 
    Veteran
    Work at office
    Flexible hours

    SKDKnickerbocker

    New York, NY
    1 day ago
  • UBS is offering a SkillBridge training assignment in the Financial Services Industry for transitioning US Armed Services members. You will assist financial advisors with client conversations, develop asset allocation strategies, and support client relationship activities... 
    Veteran
    Training

    UBS

    New York, NY
    5 days ago
  • $110k - $135k

     ...leader and innovator in the financial services industry and is evolving from...  ..., financial analysis, and client relationship management. Analysts...  ...Global Graduate Training Program, designed to provide...  ...genetics, disability, age, veteran status or any other characteristic... 
    Veteran
    Training
    Hourly pay
    Contract work
    Work experience placement
    Work at office
    Shift work

    Banco Santander SA

    New York, NY
    5 days ago
  • $72k - $78k

     ...suite leaders. Experience in a financial institution strongly...  ...leading wholesale financial services provider to more than 700 of...  ...provide a full library of online training as well as group and individual...  ...origin, disability, protected Veteran status, age, or any other characteristic... 
    Veteran
    Training
    Casual work
    Work at office
    Flexible hours
    Shift work

    Corporate One Federal Credit Union

    New York, NY
    3 days ago
  •  ...enthusiasm for helping our clients, taking care of our...  ...extraordinary customer service while maintaining a strong...  ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management...  ..., age, marital or veteran status, pregnancy or disability... 
    Veteran

    JP Morgan Chase

    New York, NY
    3 days ago
  • $66.3k - $90k

     ...engaging confidently with clients? If so, the Commercial...  ...lender as a Client Associate on our multifamily...  ...valuation Model various financial assumptions to select...  ...area of financial services (Investment Management...  ...expression, age, marital or veteran status, pregnancy or... 
    Veteran
    Work at office

    JPMorgan Chase Bank, N.A.

    New York, NY
    5 days ago
  • $110k - $130k

     ...s and Concierge. Sotheby’s Financial Services is a leading art lender and...  ...development, professional skills training, learning partnerships, and...  ..., traits historically associated with race, such as natural...  ...victim status, military or veteran status, or any other characteristic... 
    Veteran
    Training
    Local area

    Sotheby's

    New York, NY
    18 hours ago
  • $25 per hour

     ...loan growth. With the client at the center of every...  ...opportunity to develop their financial and business acumen by...  ...our Credit Management Training Program. WHAT WILL...  ...diversified financial services companies. To learn...  ...origin, disability, veteran status or other basis... 
    Veteran
    Training
    Hourly pay
    Full time
    Internship
    Summer internship
    Remote work

    City National Bank

    New York, NY
    2 days ago
  • $49.5k - $77k

     ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate,...  ...progression matters to us. We offer training, development and learning...  ...people, organizational, and client service skills Attention to detail coupled... 
    Training
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    New York, NY
    5 days ago
  •  ...Overview: The Private Wealth Client Associate is a client-facing role...  ...-touch administrative and service support across onboarding, account...  ...Create, monitor, and update financial and client data reports;...  ...status or protected veteran status, or any other characteristic... 
    Veteran
    Work at office
    Local area

    Neuberger Berman Group LLC

    New York, NY
    5 days ago
  • $40 - $50 per hour

     ...of 33 Whitehall. As a leading, global financial information services provider, Fitch Group delivers vital...  ...gender identity, disability, protected veteran status, and other statuses protected...  ...but not limited to education, training, experience, past performance, and other... 
    Veteran
    Training
    Hourly pay
    Contract work
    Work at office
    Immediate start
    3 days per week

    Fitch Group

    New York, NY
    2 days ago
  •  ...experience and more than 1,200 clients worldwide, Alpha supports...  ...experience within or adjacent to financial services, preferably in Asset &...  ...internet expenses. Team‑wide training and retreats. Sponsorship...  ...identity, age, disability, or veteran status. #J-18808-Ljbffr... 
    Veteran
    Training
    Worldwide
    Flexible hours

    Alpha FMC

    New York, NY
    5 days ago
  •  ...CONTRACT assignment with one of our premier Financial Services clients in New York, NY....  ...channels such as monthly newsletters, training sessions, engagement sessions, and internal...  ...Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy... 
    Veteran
    Training
    Contract work

    Software Guidance & Assistance

    New York, NY
    1 day ago
  • $70k - $80k

     ...considering Progyny! As a Client Success Associate, you will support the efficient...  ...clients in a lower-touch service model. In this role, you...  ...Healthcare, Forbes' Best Employers, Financial Times Fastest Growing...  ..., status as a protected veteran, criminal history consistent... 
    Veteran
    Full time
    Summer work
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Progyny, Inc.

    New York, NY
    4 days ago
  • $65k - $75k

    Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally...  ...with the firm. As a Registered Private Client Associate , you will play an integral role in supporting... 
    Full time
    Immediate start
    Work from home
    Home office

    Janney Montgomery Scott LLC

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Veteran Client Associate - Financial Services Training. Be the first to apply!