Client Associate
$65k - $85kUBS Financial Services Inc.
Responsibilities 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 Applications for this role can be submitted until August 16, 2026. Job Type Full Time Job Reference # 339993BR Location Denver Team You’ll be working in the Downtown Denver office. Your expertise Scope and complexity of role: Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field. Autonomy: Under supervision Employees complete tasks as required within their own objectives and in line with team goals. They work within clearly defined processes and may have sufficient leeway for their own input. Organizational impact: Employees establish good working relationships with colleagues in the organization to ensure support in achieving tasks. Salary The indicative gross base salary range as a full-time equivalent role: United States - Colorado - Denver min USD 65000 - max USD 85000 /annum Benefits 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. Equal Opportunity Employer 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
$26.5 - $42 per hour
...Merrill Wealth Management – Client Service Associate – Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The role provides client service...SuggestedHourly paySeasonal workWork from homeShift workDay shift$26.5 - $42 per hour
...Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA...SuggestedHourly paySeasonal workShift workDay shift$27.88 - $41.83 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Assist Financial...SuggestedOngoing contractWork experience placementWork at officeImmediate start$58k - $80k
...Your role A Client Associate, registered services clients and provides operational and administrative support to Financial Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard administrative...SuggestedFull timeWork at office$38.5k - $49k
...hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter... ...customers achieve financial freedom. Empower Yourself. As a Client Engagement Associate, you are responsible for engaging...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Client Engagement Associate – Denver, CO DELTA |v| Forensic Engineering, Inc. Company Overview DELTA |v| Forensic Engineering is one of the recognized leaders in motor vehicle analysis and accident reconstruction in the United States. Our company serves the legal, insurance...Work at officeLocal areaImmediate start
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work$26 - $30 per hour
...Client Operations Associate Engrain builds map-based tech that's redefining how real estate works. Our interactive, unit-level maps and powerful data integrations help over 1,000 companiesand 20,000 propertiesto make smarter decisions, streamline leasing, and deliver...Contract workWork at officeFlexible hours- ...Client Associate-2 The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined...Temporary workLocal areaFlexible hours
- Bank of America is seeking a dedicated professional to provide excellent client service and ensure timely and accurate responses to client needs. The role requires FINRA certifications and demands a strong client-centric mindset while managing relationships. Candidates...Hourly pay
$60k - $70k
The Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support...Temporary workInternshipLocal areaFlexible hours- ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel...Remote work
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$35k - $75k
...Registered Client Service Associate 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 with clients, individuals...Temporary workWork at officeLocal area$20 per hour
...banking products from our 61 branches throughout Iowa, Illinois, Colorado, Kansas, New Mexico, and Texas. We also serve a national client base through our Triumph Commercial Finance division, which offers factoring, equipment lending, asset based lending, and premium finance...Hourly payMinimum wageWork at officeLocal areaShift work- ...expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary... ...Skills Must be able to work closely with the other client service associates, and management. Strong oral and written communication skills...Local area
$54.4k - $74.8k
...than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice,... ...Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA)...Full timePart timeWork at officeHome office- ...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ...Our Centennial, CO office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hours
$70k
...objectives, and tax considerations. Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients... ...same sense of freedom. Position Summary Title: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Mission...Work experience placementWork at office$65k - $80k
...delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three... ...relationships. Position Summary Dodds Wealth is seeking a Client Services Associate to support our mission of delivering thoughtful, proactive...Work at officeFlexible hours- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
- ...with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client...Extra incomeFull timePart timeLocal areaFlexible hours
$34.65k - $85k
...Morgan Stanley in Denver, Colorado, is looking for Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors. Candidates should have strong interpersonal skills and a detail-oriented mindset. This position requires knowledge...Work at office$53k - $70k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at officeImmediate startFlexible hours$58k - $80k
UBS in Denver is seeking a Client Associate to provide operational and administrative support to Financial Advisors. Candidates must have Series 7 and either Series 66 or 65/63 to be considered registered. This full-time position comes with a competitive salary range of...Full time$34.65k - $85k
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 with clients, individuals in this role build trusted...Temporary workWork at officeLocal area$16.54 - $22.67 per hour
## Client Services AssociateApplylocations: Fairplay, COtime type: Full timeposted on: Posted Todayjob requisition id: REQ-4945**Join... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area- ...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
- A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This role involves building relationships, managing accounts, and ensuring an exceptional client experience. Candidates...
$34.65k - $85k
POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client...Temporary workWork at officeLocal area
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