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

Wealth Management Client Services Associate

UBS Financial Services Inc.

A leading global wealth manager is seeking a Client Associate in Albuquerque. This role involves servicing clients and providing operational and administrative support to Financial Advisors. Responsibilities include educating clients on account services, assisting in report preparation, and maintaining client information. We value diverse skills and experiences, fostering an inclusive culture. This is a full-time position located in the Albuquerque office, offering flexible working options. #J-18808-Ljbffr UBS

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Albuquerque, NM vacancy
  • A leading financial services firm in Albuquerque is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to...  ...candidate will have strong interpersonal and time management skills and knowledge in financial products.... 
    Suggested

    PowerToFly

    Albuquerque, NM
    4 days ago
  • $42.5k - $63.75k

     ...Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Albuquerque, NM
    2 days ago
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...  ...other duties directed by local management ADMINISTRATIVE SUPPORT... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Albuquerque, NM
    4 days ago
  • **Job Description Summary**Clients are our main priority at Prevender Financial Services, and we are committed to personalized...  ...are seeking a Client Service Associate who shares our vision and values...  ..., processing, and project management experience. The ideal person truly... 
    Suggested
    For contractors
    Work experience placement
    Work at office

    Fwainvest

    Albuquerque, NM
    3 days ago
  •  ...Client Service Associate Clients are our main priority at Prevender Financial Services, and we are committed to personalized service. As...  ...firm with strong customer service, processing, and project management experience. The ideal person truly enjoys helping people,... 
    Suggested
    For contractors
    Work experience placement
    Work at office

    Raymond James Financial

    Albuquerque, NM
    1 day ago
  • Your role We're looking for a Client Associate who services clients and provides operational and administrative...  ...relationships with clients Maintain management systems with up-to-date client...  ...Us UBS is a leading and truly global wealth manager and the leading universal bank... 
    Full time
    Work at office
    Flexible hours

    UBS

    Albuquerque, NM
    1 day ago
  •  ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...  ...you will: Assist Financial Advisor(s) with sales, service and operational related activities such as providing... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Phenom People

    Albuquerque, NM
    1 day ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    JPMorgan Chase & Co.

    Albuquerque, NM
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Albuquerque, NM
    2 days ago
  •  ...broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the...  ...committed to adding value to every client activity. Job Description HUB's Customer... 
    Local area

    HUB International

    Albuquerque, NM
    2 days ago
  • A financial services firm is seeking a Wealth Manager in Albuquerque, NM, responsible for developing strategies for clients' financial needs. This includes managing client relationships and business development. Candidates should have at least 7 years of experience in financial... 

    Creative Planning

    Albuquerque, NM
    1 day ago
  • $19.23 per hour

     ..., food, truck maintenance and essential services. Driven by a passionate team, TA is focused...  .... The Truck Service Assistant General Manager provides vital support to the General...  ...High School Diploma (or GED) required; Associate's or bachelor's degree preferred Supervisory... 
    Hourly pay
    Contract work
    Local area
    Relocation
    Relocation package
    Flexible hours
    Night shift

    TravelCenters of America

    Albuquerque, NM
    4 days ago
  • Arcetyp LLC is a growing small business that provides a broad range of consulting services to US Federal Government, US Military, and Commercial clients. Services include Management & IT Consulting, Program & Project Management, and Professional & Admin Services. We accept... 
    Full time
    Contract work
    For contractors
    H1b
    Work at office

    Arcetyp LLC

    Albuquerque, NM
    1 day ago
  • $70k - $80k

     ...experienced Commercial Lines Account Manager to join a close-knit and...  ...accounts, providing A-Z servicing, and cross-selling opportunities...  ...ideal candidate will bring a wealth of experience, a strong...  ...passion for delivering exceptional client service. This position offers... 

    The Jonus Group

    Albuquerque, NM
    3 days ago
  • $105.23k - $168.7k

     ...and detail-oriented Data Center Project Manager ! In this exciting role, you will oversee...  ...project modifications in alignment with client requirements. Technical Oversight:...  ...design, construction management, and client services. Customer Engagement: Interface with... 
    Hourly pay
    Work from home

    Trane Technologies

    Albuquerque, NM
    4 days ago
  • ## Senior Director of Client Services - School FinanceApplylocations: Albuquerquetime type: Full timeposted on: Posted 2 Days Agojob requisition...  ...Client Partnership & Advisory:*** Act as the lead Business Manager for a portfolio of key school partners, translating complex... 
    Flexible hours

    Vertex Education

    Albuquerque, NM
    1 day ago
  • $86.38k - $224.46k

     ...The Government Services Program Manager, reporting to the Director, Program Management Office, will have experience and a strong aptitude in project and program management. The ideal candidate will have experience managing large BPA and/or IDIQ contracts, managing both... 
    Daily paid
    Full time
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work
    Home office
    Flexible hours

    Agiliti Health, Inc.

    Albuquerque, NM
    3 days ago
  • We are seeking an experienced Automotive Service Manager to lead our service team at a high-volume luxury dealership in Albuquerque, New Mexico . This is an excellent opportunity for a motivated leader who understands service operations, technician productivity, and delivering... 
    Relocation

    EFG Companies

    Albuquerque, NM
    3 days ago
  • $110.25k - $235.81k

    RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX The Retirement...  ...business opportunities and manages a customer portfolio defined...  ...differentiate UMB Retirement Services from the competition. Provides...  ...clients and internal associates CFA, CIMA, QPFC, CFP preferred... 
    Local area
    Flexible hours

    UMB Bank

    Albuquerque, NM
    4 days ago
  • A leading financial services firm is looking for a Private Client Advisor in Albuquerque, NM. You will provide comprehensive financial planning and investment...  ...in a related advisory role, strong relationship management skills, and relevant licenses. This role encourages... 

    JPMorgan Chase & Co.

    Albuquerque, NM
    1 day ago
  •  ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage...  ...with their recruiter and hiring manager to discuss workplace expectations and...  ...with a defined sales process including, service to sales, teller interactions, and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Albuquerque, NM
    1 day ago
  •  ...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture...  ...serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills Attention to detail coupled... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Albuquerque, NM
    more than 2 months ago
  • $120.97k

    Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship...  ...infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements, or... 
    Temporary work
    Visa sponsorship

    CDM Smith

    Albuquerque, NM
    4 days ago
  • $28 - $36 per hour

     ...site Summary Job Summary Instruction The Service Coordinator performs customer service,...  ...operation of a service office. Requirements : Associates Degree 5 years of coordination...  ...Operations, Service Center or District Manager in scheduling and dispatching of Technicians... 
    Full time
    Contract work
    Work at office
    Local area

    Insight Global

    Albuquerque, NM
    4 days ago
  • The Funeral Director manages all phases of the funeral arrangement, from setting up funeral services to final disposition. This role comes with a $5,000 Sign-On Bonus!...  ...Overview and Responsibilities Presents every client family with all service and merchandise options... 
    Work at office
    Relocation package

    Foundation Partners Group

    Albuquerque, NM
    4 days ago
  • Client Service Leader - USACE Military Programs Seeking a highly qualified business development...  ...analytics, digital delivery, asset management, automation) as part of client...  ...leadership roles in professional societies and associations. Minimum Qualifications Bachelor’s... 
    Work experience placement
    For subcontractor

    CDM Smith

    Albuquerque, NM
    4 days ago
  • A leading IT service provider based in Albuquerque is seeking a DTS Supervisor to lead a team...  ...levels of customer satisfaction, and managing incident resolution processes. Candidates...  ...leadership skills and the ability to improve client satisfaction scores. #J-18808-Ljbffr... 

    UnityBPO, Inc.

    Albuquerque, NM
    3 days ago
  • $56.8k - $71k

     ...The Account Manager position is one of the most crucial jobs within...  ...relationship with our clients. These positions may work remotely...  ...schedule availability, promotes services, defines process and related...  ...School diploma is required. Associate's or Bachelor's degree preferred... 
    Contract work
    Temporary work
    Work at office
    Local area
    Remote work

    RxBenefits

    Albuquerque, NM
    3 days ago
  •  ...Account Manager Opportunity ANM is looking for an Account Manager to join our amazing team! Who We Are: ANM is a fast-growing IT...  ...relationships. We offer engineering excellence and quality customer service with a local focus. Our specialties include designing,... 
    Temporary work
    Local area
    Flexible hours

    ANM Services

    Albuquerque, NM
    18 days ago
  •  ...Inside Account Manager SemiTorr Group, Inc. is a leading sales and distribution company for gas and fluid handling systems and components...  ...point of contact for assigned customer accounts across all service and sales needs Maintain and grow customer relationships... 
    Work at office
    Flexible hours

    FloWorks International

    Albuquerque, NM
    2 days ago

Do you want to receive more vacancies?

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