Wealth Client Services Associate
UBS Financial Services Inc.
UBS in Cincinnati is seeking a qualified candidate to join their Market Management Team. The role requires a Bachelor's degree, active Series 7 and Series 66 licenses, and at least 3 years of client service experience in the financial services industry. The successful candidate will have strong interpersonal skills, attention to detail, and the ability to thrive in a fast-paced environment. This is an excellent opportunity to grow with a leading global wealth manager. #J-18808-Ljbffr UBS
- ...Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: 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 interactions...SuggestedFull timeWork at officeLocal area
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...What You'll Be Doing The Client Service Associate performs a variety of administrative... ...like a start-up. We are a global wealth management and investment banking firm...SuggestedPart timeWork at office
- ...Private Bank Licensed Client Service Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...Private Bank (e.g. Private Bank Investment Executives or Wealth Management Advisors). Interacts directly with the client and...SuggestedBank staffWork at office
$25 - $44 per hour
Bank of America is hiring for a client service role located in Bellevue, Kentucky. The position involves supporting Financial Advisors by providing client service, ensuring operational excellence, and customizing solutions based on client needs. The ideal candidate will...SuggestedRemote jobHourly pay- A leading financial institution is seeking a client service support professional to assist multiple Financial Advisors in Cincinnati. Responsibilities include providing client service, maintaining client relationships, and ensuring compliance with bank policies. Candidates...Suggested
$25 - $44 per hour
Job Description Provide client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs business while customizing solutions...Hourly paySeasonal workWork at officeHome officeShift workDay shift- ...Job Title Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the...Work at officeLocal area
- ...employee-owned, fee-only firm that provides clients with investment management and... ...commitment to providing exceptional client service. Position Summary Foster & Motley, Inc. is seeking a Client Service Associate to join our team. This is a full-time position...16 hoursFull timeTemporary workWork at officeRemote work
- Foster & Motley, Inc. is looking for a full-time Client Service Associate in Cincinnati, Ohio. This role supports the Client Service Specialist team with financial planning and investment management tasks. Responsibilities include onboarding clients, maintaining documents...Remote jobFull time
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- ...Job Description Job Description We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping...
- Manager - Tax Services (Wealth Management) Location: 201 E. Fifth St., Suite 1430 Cincinnati, OH... ..., gift, and estate tax services to our clients. This role involves working closely... ...manage client relationships and develop Associates. Responsibilities include supervising,...Work at office
$22.5 - $30 per hour
...colleagues, stakeholders, and clients. Adaptability and... ...Strong knowledge of the financial services industry, specifically with investment... ..., procedures, and all associated regulatory requirements. Experience... ...a deep understanding of the Wealth Management Advisor's business...Temporary workLocal area- A leading financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. You will enhance client relationships and assist clients with their needs. Preferred candidates...Work at office
- Dormont Manufacturing Co is looking for a dedicated client service professional to support multiple Financial Advisors in Cincinnati, Ohio. The ideal candidate should possess FINRA licenses and be able to deliver excellent client service by educating clients on banking...
$22.5 - $30 per hour
...colleagues, stakeholders, and clients. Demonstrate adaptability and... ...knowledge of the financial services industry, specifically with investment... ..., procedures, and all associated regulatory requirements.... ...). Deep understanding of the Wealth Management Advisor's business...Temporary work- Overview UBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large... ...advisory team members to ensure client assets are invested in line with... ...UBS is a leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours
$25 - $38.46 per hour
...Suite 1950, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship... ...outreach and providing top‑tier service. The CRA identifies and anticipates client... ...of sales presentations, annual wealth reviews, and other materials for client...Hourly payWork experience placementWork at officeNight shift- ...Job Description Job Description The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high... ...Services staff. Leads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings...Work at officeFlexible hours
$25.5 - $32 per hour
...life, while enabling them to preserve their wealth for future generations, and provide for... ...to the advisory teams by administering client data gathering, paperwork preparation and... ...contact with custodian and firm's technology service teams Interact with other departments,...Hourly payPermanent employmentTemporary workWork at officeFlexible hours- ...interfaces with customers via inbound/outbound calls. This position provides sales, customer service support and resolution of routine problems and questions regarding clients' products and/or services. About the Role: Do you love talking to people, closing deals...Work at officeRemote workWork from homeHome officeFlexible hoursWeekend workAfternoon shift
- ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workLocal area
$77.8k - $145.4k
...opportunity EY’s Global Workplace Procurement Services (WPS) team is responsible for developing... ...name a few. The role of the Supervising Associate – Workplace Services Lead will be to... ...well as a broad range of internal and client facing professionals. Ability to work in...Summer holidayWork at officeLocal areaFlexible hours- ...Client Service Representative (CSR) Proposed work schedule; Mon, Wed, Thurs and every other Saturday & Sunday from 2p-12a MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments...Temporary workLive outShift workWeekend workAfternoon shift
$51.8k - $74k
...developing long-term relationships with clients. This position will also be responsible to... ...the position while meeting RSC quality and service standards. The Account Manager has a... ...well as consulting services and financial & wealth solutions. With more than 30 specialty practices...Hourly pay- ...Service Advisor The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences.... ...elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury experiences...
- Equitable Advisors is looking for a motivated individual to engage clients and develop personalized financial strategies. This position requires an in‑office presence and a bachelor’s degree or equivalent work experience. Candidates must possess FINRA licenses and have...Work experience placementWork at office
$11.4 per hour
...Member Services Staff (Student Associate) - Campus Recreation Center You are invited to apply to be considered for one of multiple vacancies of the same position. Founded in 1819, the University of Cincinnati ranks among the nation's best urban public research universities...Part timeSummer work- ...Member Services Associate This position works every other week, with the following shifts during the scheduled week: Wednesday: 5:00 PM 9:00 PM Friday: 4:45 PM 9:00 PM Saturday: 11:45 AM 5:00 PM Applicants must be available for all three shifts during their...Contract workAll shiftsShift work
- ...National Advice Center (NAC) Service Specialist II This is an in office role and can sit anywhere in the footprint of Huntington.... ...specialist for Huntington Financial Advisors working with the clients, advisors, and leadership team within the National Advice Center...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
- environmental services attendant Cincinnati, OH
- entry level service advisor Cincinnati, OH
- service lot attendant Cincinnati, OH
- retail service associate Cincinnati, OH
- service advisors Cincinnati, OH
- toyota service advisor Cincinnati, OH
- veterans service officer Cincinnati, OH
- part time service advisor Cincinnati, OH
- health service specialist Cincinnati, OH
- public service officer Cincinnati, OH


