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

Wealth Management Client Services Specialist

UBS Financial Services Inc.

UBS is seeking an operational support individual to assist Financial Advisors in Sugar Land, Texas. The role requires keeping management systems updated, preparing reports for client meetings, and educating clients about account services. A high school diploma and client service experience are necessary. As part of the Wealth Management team, you'll operate in a collaborative culture that values inclusive practices and diverse experiences, ensuring top-notch client service and operational excellence. #J-18808-Ljbffr UBS

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in Sugar Land, TX vacancy
  •  ...Job Opportunity ENT and Allergy Associates of Texas and Quality Medical Management Services USA, LLC are seeking self-motivated, people-friendly Full Time Call Center Agents for our Corporate office location. Job Duties Answering phone calls and assisting patients... 
    Suggested
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    ENT and Allergy Associates

    Sugar Land, TX
    1 day ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...relationship-building skills Sales or customer service experience is helpful but not required... 
    Suggested
    Remote work
    Work from home
    Flexible hours

    HMG Careers

    Sugar Land, TX
    4 days ago
  • A travel services company is seeking Independent Client Services Consultants to assist clients with customized travel arrangements. This remote role involves researching and creating personalized itineraries, booking travel services, and providing excellent client support... 
    Suggested
    Remote job

    Travel With Lani

    Sugar Land, TX
    3 days ago
  •  ...office to serve as the primary liaison for visitors by providing exceptional customer service. The Receptionist will manage inquiries regarding the organization to the general public, clients and customers. Duties include assisting in daily office needs and general... 
    Suggested
    Full time
    Work at office
    Relocation package
    Flexible hours

    Applied Optoelectronics

    Sugar Land, TX
    3 days ago
  •  ...looking for motivated Customer Experience Representatives to join our team. In this role, you will assist clients by coordinating customized services and managing requests, ensuring every interaction is handled professionally. The ideal candidate should have customer service... 
    Suggested

    Blyss Journeys

    Sugar Land, TX
    1 day ago
  • $40k - $48k

     ...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual...  ...over the phone, directing them to the appropriate team members, managing appointment scheduling and office communications, assisting in... 
    For contractors
    Work at office
    Flexible hours

    Demetrius Phenix - State Farm Agent

    Stafford, TX
    1 day ago
  •  ...the world's premier provider of orthotic and prosthetic (O&P) services and products, offering the most advanced O&P solutions, clinically...  ...experience for patients, staff, and referral sources by managing front office operations efficiently. The ideal candidate will have... 
    Work at office
    Local area

    Hanger

    Sugar Land, TX
    4 days ago
  •  ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals,...  ...heartworm prevention, housebreaking, and flea & tick control). Managing medical records, charts, reports and correspondence.... 

    VCA Animal Hospitals

    Sugar Land, TX
    4 days ago
  • $12 - $15 per hour

     ...Salon Customer Experience Specialist The Customer Sales and Experience...  ..., and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales...  ...collaborating with stylists, managers, and fellow Customer Experience... 
    Hourly pay
    Seasonal work
    Worldwide

    JCPenney

    Sugar Land, TX
    2 days ago
  • $50k - $75k

     ...you will generate the kind of exceptional client experiences that reinforce the growth of...  ...agency. Your attention to detail, customer service skills, and desire to help people make...  ...candidates. Responsibilities include managing customer inquiries and resolving issues,... 
    For contractors
    Work at office

    Cody Guyer - State Farm Agent

    Sugar Land, TX
    2 days ago
  •  ...you! Come work with an energetic, fun team at Henry Phan - State Farm Agent! About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We look forward to speaking with you! State... 
    For contractors
    Work at office

    Henry Phan - State Farm Agent

    Sugar Land, TX
    4 days ago
  •  ...others, providing personalized support, and creating positive client experiences through clear communication and strong...  ...Representative, you will assist clients with coordinating customized services, managing requests, and ensuring every interaction is handled professionally... 

    Blyss Journeys

    Sugar Land, TX
    2 days ago
  • $17 per hour

     ...from your mobile phone! Responsibilities As a HomeTeam Customer Service Representative, you can expect to: Provide information to...  ...angry customers Escalate appropriate inquiries or problems to managers Collect and reconcile payments received by technicians There’... 
    Hourly pay

    Orkin

    Stafford, TX
    5 days ago
  • $45k - $50k

     ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...  ...0,000.00 per yearAbout Our AgencyOur mission is to help people manage the risks of everyday life, recover from the unexpected and... 

    Henry Phan - State Farm Agent

    Sugar Land, TX
    23 hours ago
  •  ...organized prep areas, and create attractive displays that delight our customers. You'll also assist with inventory management, restocking, and customer service. This role is active and fast-paced, ideal for someone who enjoys working with food, has a positive attitude,... 
    Weekly pay
    Local area
    Flexible hours

    Albertsons

    Richmond, TX
    23 hours ago
  • $50k - $70k

     ...State Farm Agent! Role Description As Insurance and Financial Services Position - State Farm Agent Team Member for Henry Phan - State...  ...per year About Our Agency ~ Our mission is to help people manage the risks of everyday life, recover from the unexpected and... 
    For contractors
    Work at office

    Henry Phan - State Farm Agent

    Sugar Land, TX
    5 days ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...relationship-building skills Sales or customer service experience is helpful but not required... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Meadows Place, TX
    more than 2 months ago
  •  ...Dollar Tree Stores is seeking a Customer Service Associate in Sugar Land, Texas. This role involves assisting customers, managing cash transactions, and maintaining store cleanliness. Successful candidates will demonstrate strong customer service and organizational skills... 

    Dollar Tree Stores

    Sugar Land, TX
    1 day ago
  •  ...time Data Entry/Office Assistant We are an Insurance/Customer Service Firm located in Greatwood, TX, USA. We have several Data Entry/...  ...work attitude with all calls, co-workers, and walk in clients. Bilingual is preferred (Spanish/Arabic). You would be trained... 
    Part time
    Work at office
    Flexible hours
    Weekend work

    Jobsultant Solutions

    Sugar Land, TX
    7 days ago
  •  ...potential customers by answering product and service questions, suggesting information about...  ...potential products or services to management by collecting customer information and analyzing...  ...Participate in company sponsored clients events such as trainings, Customer meetings... 
    Local area

    Forum Energy Technologies

    Stafford, TX
    5 days ago
  • A leading automotive parts retailer in Sugar Land, Texas, is seeking a full-time sales professional to manage commercial customer relationships and drive profitable growth. The ideal candidate will have extensive automotive parts knowledge and strong sales skills, with... 
    Full time

    Advance Auto Parts

    Sugar Land, TX
    3 days ago
  •  ...and be a key component in ensuring the business runs smoothly by managing a wide variety of administrative duties. Location: SW Houston -...  ...when required and prepare customs packets for international clients. Manage customer invoicing, accounts receivable, and payment processing... 
    Full time
    Work at office

    Murray Resources

    Sugar Land, TX
    3 days ago
  •  ...access to energy, resources, and vital services, and made the world a safer, cleaner place...  ...as the construction equipment asset manager of Bechtel Group and is actively engaged...  ...Qualifications AEMP Equipment Management Specialist (EMS) certification preferred. Planning... 
    Permanent employment
    Full time
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation

    Bechtel Corporation

    Sugar Land, TX
    4 days ago
  •  ...Receptionist Be the Director of First Impressions: You'll manage a multi-line phone system, greet clients with a positive attitude, and ensure every...  ...educating clients on preventative care and other hospital services to ensure every pet gets the best care possible. Embody... 
    Hourly pay
    Local area
    Flexible hours

    Sienna Plantation Animal Hospital

    Missouri City, TX
    1 day ago
  •  ...organized prep areas, and create attractive displays that delight our customers. You'll also assist with inventory management, restocking, and customer service. This role is active and fast-paced, ideal for someone who enjoys working with food, has a positive attitude,... 
    Weekly pay
    Flexible hours

    Albertsons Company

    Richmond, TX
    3 days ago
  • $11 per hour

     ...Retail Customer Service Representative A PostNet Retail Customer Service Representative is responsible for assisting customers with...  ...skills Strong attention to detail Outstanding time management and organizational skills A high school diploma or equivalent... 
    Hourly pay
    Work at office
    Local area
    Flexible hours

    PostNet

    Richmond, TX
    5 days ago
  • $15 - $18 per hour

     ...Office Assistant / Receptionist Clayton Services is searching for office assistants and...  ...one day to several months, depending on client needs. These positions are ideal for candidates...  ...and work independently Ability to manage basic office tasks in a fast-paced environment... 
    Weekly pay
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    1 day per week

    Clayton Holdings

    Sugar Land, TX
    3 days ago
  • Ross Stores, Inc. is seeking a Retail Associate in Sugar Land, Texas. Responsibilities include ensuring a positive shopping experience, assisting Customers, maintaining the store's cleanliness, and adhering to safety protocols. The ideal candidate should possess excellent...

    Ross Stores, Inc.

    Sugar Land, TX
    2 days ago
  •  ...Candidates should communicate effectively and have basic math skills crucial for cash transactions. This position does not include supervisory responsibilities and is focused on customer service and operational support within the store environment. #J-18808-Ljbffr Ross Stores

    Ross Stores

    Stafford, TX
    1 day ago
  • A leading music retail company is seeking an Operations Associate to manage shipping, receiving, and inventory control while ensuring excellent customer service. This role requires a basic understanding of Microsoft Office and the ability to lift up to 40 lbs. Ideal candidates... 
    Work at office

    Guitar Center Stores, Inc.

    Stafford, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!