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.

UBS is seeking a service-oriented professional to provide operational and administrative support to financial advisors in our Wayzata, Minnesota office. You will help keep client information up-to-date, educate clients on account services, and prepare materials for client meetings. The role requires a bachelor's degree in finance, communication, or business, and Series 7 and 66 licenses (or willingness to obtain after hire). #J-18808-Ljbffr UBS

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Wayzata, MN vacancy
  • $25 - $44 per hour

     ...Bank of America seeks a motivated individual for a client service support role within Merrill Wealth Management in Minneapolis. The position involves assisting Financial Advisors and delivering excellent client service by addressing client needs and ensuring operational... 
    Suggested
    Hourly pay

    Bank of America

    Minneapolis, MN
    2 days ago
  • $55k - $65k

     ...just in the business of helping clients with their financial goals -...  .... Job Description Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated...  ...coordinate meetings with clients. Manage advisor calendars and meeting... 
    Suggested
    Full time
    Part time
    Private practice
    Work at office
    Flexible hours
    2 days per week
    3 days per week

    00001 Ameriprise Financial Inc

    Minnetonka, MN
    1 day ago
  • $75k - $95k

     ...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management...  ..., distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail... 
    Suggested
    Flexible hours

    Sanctuary Wealth Group, LLC

    Minnetonka, MN
    5 days ago
  • $60k - $75k

     ...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning... 
    Suggested
    Work at office
    2 days per week
    3 days per week

    RIA Recruiting

    Minneapolis, MN
    1 day ago
  •  ...Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide... 
    Suggested
    Full time
    Work at office
    Monday to Friday

    Trust Point Inc.

    Minneapolis, MN
    22 hours ago
  •  ...professional who thrives in a high-touch client service environment — someone who takes...  ...pathway into a financial advisor or wealth management role. Please do not apply if you're seeking...  ...* About the Role As a Client Service Associate, you'll be at the heart of the client... 
    Work at office

    Socket.dev

    Minnetonka, MN
    3 days ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of...  ...management and investment products and services for individuals, companies, and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    2 days ago
  •  ...Position Description Title: Client Service Associate Reports to: Client Service Manager Benefits: Yes Location: Minnetonka, MN Status: Full time About...  ...Group The Advocate Group is a planning-centric wealth management firm that provides financial planning... 
    Full time
    Internship
    Flexible hours

    The Advocate Group

    Minnetonka, MN
    14 days ago
  • $25 - $44 per hour

     ...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... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    2 days ago
  •  ...Private Wealth Client Associate Minneapolis, Minnesota To proceed with your application, you...  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive...  ...management and investment products and services for individuals, companies, and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    5 days ago
  •  ...Merrill Wealth Management Position Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    3 days ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    4 days ago
  •  ...Job Description Role Summary The Client Service Associate (CSA) provides operational and client...  ...both Financial Planning/Client Account Management workflows and our Client Account...  ...of experience in financial services, wealth management, brokerage operations, or... 
    Full time
    Local area
    Immediate start
    Monday to Friday

    Stevens Foster Financial Advisors

    Minneapolis, MN
    3 days ago
  • $55k - $75k

     ...Your role Are you truly service oriented? Do you know how to take care of...  ...financial advisors. You'll: • keep management systems up-to-date with client information • educate clients on...  ...as part of Kenefick Bolstad Kottke Wealth Management in our Wayzata,... 
    Full time
    Work at office
    Flexible hours

    UBS

    Wayzata, MN
    2 days ago
  •  ...We’re looking for a Client Services Associate to join our mobile clinic team — someone who’s compassionate, detail-oriented and excited to make a difference in the lives of pets and their people. As a Client Services Associate, you’ll be a key member of our mobile clinic... 
    Full time
    Shift work
    Afternoon shift

    Minnesota Spay Neuter Assistance Program (MN SNAP)

    Minneapolis, MN
    15 days ago
  • $133.37k - $156.9k

     ...attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S. Bank’s...  ...standing with the appropriate state bar association or other appropriate state attorney...  ...years of legal experience advising clients on matters related to personal... 
    Full time
    Local area
    3 days per week

    US Bank

    Minneapolis, MN
    5 hours ago
  •  ...Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most... 
    Contract work
    Work at office

    Waycrosse

    Wayzata, MN
    2 days ago
  •  ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Minneapolis. The role emphasizes...  ...or equivalent experience, 2+ years in customer service, and licenses (Series 7/66 or 63/65) or commitment to... 

    RBC

    Minneapolis, MN
    4 days ago
  • $40k - $60k

     ...What 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

    RBC Capital Markets, LLC

    Minneapolis, MN
    2 days ago
  • $65k - $85k

     ...Client Relations Associate at GFI-Team Ikigai About Us Welcome to GFI-Team Ikigai, an organization devoted...  ...clients and facilitating exceptional service. Your role encompasses nurturing...  ...understanding of client relationship management. Entrepreneurially-minded professionals... 
    Full time
    Part time
    Flexible hours

    GFI-Team Ikigai

    Minneapolis, MN
    2 days ago
  • $125k - $150k

    Relationship Manager (Enterprise Retirement Services)Department: Enterprise Retirement ServicesLocation: Edina...  ...trusted advisor to retirement plan clients, primarily ESOP relationships, by providing...  ...services, employee benefits, wealth management, consulting, or a... 
    Full time
    Work at office

    First International Bank & Trust

    Edina, MN
    1 day ago
  • $40k - $60k

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors...  ..., people, organizational, and client service skills Attention to detail coupled with the... 
    Full time
    Flexible hours

    RBC

    Minneapolis, MN
    9 hours ago
  • $35k - $55k

     ...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

    Wayzata, MN
    more than 2 months ago
  •  ...select group of high-net-worth client families through a...  ...adding a Client Operations Associate / Manager to our team. This isn't a...  ...onboarding, account management, and service requests · Coordinate between...  ...experience in an RIA, wealth management, or financial services... 
    Work at office

    DSG CAPITAL ADVISORS, LLC

    Minneapolis, MN
    4 days ago
  •  ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and...  ...and client-focused environment. In their Private Wealth Management division, significant investments are being made to... 

    Professions

    Minneapolis, MN
    2 days ago
  • $94.01k - $110.6k

     ...From transaction processing to customer service, to driving innovation and launching new...  ...responsible for leading a team of Implementation Managers who oversee the onboarding,...  ...project management, customer operations, client services, or related disciplines- Previous... 
    Full time
    Contract work
    Work experience placement
    Local area
    3 days per week

    US Bank

    Minneapolis, MN
    3 days ago
  • $60k - $92k

     ...Description Job Description Boulay Wealth Management helps entrepreneurs, business...  ...estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized...  ...Senior Client Relationship Associate , you'll play a vital role... 
    Work at office
    Remote work
    Work from home
    Flexible hours

    Boulay

    Eden Prairie, MN
    18 days ago
  • $170k - $210k

     ...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented...  ...Sciences account, delivering integrated facilities management (IFM) solutions. This executive leader anticipates client... 
    Full time
    Contract work
    Local area
    Remote work

    Jones Lang LaSalle

    Minneapolis, MN
    3 days ago
  •  ...procedures Ensure that custodial services meet the needs of the site...  ...immediately Carry out management responsibilities in accordance...  ...exceptional quality, and empowered associates on a global scale. Our...  ...processes, we ensure that our clients experience unmatched service... 
    Contract work
    For contractors
    Immediate start

    SBM Management Services, LP

    Minneapolis, MN
    1 day ago
  • $90k - $125k

     ...typical day as a Transaction Advisory Services Senior Associate might include:Conduct company-specific financial due diligence as our clients are looking at growing through acquisitions...  ...in the details.You are able to manage multiple projects and ensure timely delivery... 
    Work at office
    Local area
    Visa sponsorship

    Eide Bailly

    Minneapolis, MN
    5 hours ago

Do you want to receive more vacancies?

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