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 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Wayzata, MN vacancy
$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...SuggestedWork at office2 days per week3 days per week- ...processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales Makes and tracks... ...to the firm’s record-keeping requirements Maintains client files and supplies Answers phones and opens and disseminates...SuggestedWork at office
Jobtailor
Wayzata, MN5 days ago $21 - $22 per hour
...Alerus is a commercial wealth bank and national retirement... ...one core purpose: helping clients achieve their financial goals... ...About the Role: The Client Service Center Associate, Banking is responsible for... ...calls from banking and wealth management clients. Client Service...SuggestedHourly payLive inWork at officeRemote workMonday to FridayFlexible hours- ...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...SuggestedFull timeLocal areaImmediate startMonday to Friday
Stevens Foster Financial Advisors
Minneapolis, MNa month ago - ...develop good relationships with existing clients. They should be comfortable in a team... .... Responsibilities Detailed client management, answering and responsding to client... ...within 6 months 3+ years of client service experience in wealth management or financial advising...SuggestedWork at office
$21.25 - $28.32 per hour
...processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs... ...the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...Temporary workWork at officeLocal areaU.S. Bank
Wayzata, MN2 days ago- ...processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs... ...the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...Temporary workWork at office
U.S. Bancorp
Wayzata, MN3 days ago $54.4k - $74.8k
...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading... ...to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$57k
...diversified financial services leader with more than... ...trillion in assets under management, administration and... ...business and institutional clients. We are a longstanding... ...As the Client Support Associate, you'll shadow client... ...planning, advice and wealth management. Columbia...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week$24.18 - $32.21 per hour
...operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors... ..., and regulatory requirements.Manages and prioritizes requests across the... ...service delivery.Basic Qualifications- Associate degree, or equivalent work...Full timeWork experience placementWork at officeLocal area- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
Wayzata, MN3 days ago - ...operational, administrative, and client service support to a regional team of Wealth Connect Advisors. Enables advisors... ...and regulatory requirements. Manages and prioritizes requests across the... .... Basic Qualifications- Associate degree, or equivalent work experience...Temporary workWork experience placementWork at office
$55k - $75k
Your role Are you truly service oriented? Do you know how to take care of people... ...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, Minnesota...Full timeWork at officeFlexible hours- ...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 workWork at officeRemote work2 days per week
Waycrosse
Wayzata, MN5 days ago $45k - $70k
...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... ...-related experience ~2+ years of customer service related experience in a full time employee...Full timeFlexible hours$40k - $60k
...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 timeFlexible hours$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 timeWork at office$70k - $130k
Job DescriptionWhat is the opportunity?Lead and manage a dynamic team within Field & Client Support Services (FCSS). This position offers the opportunity to drive... ..., technical and business processesExperience with wealth management business processes and technical...Full timeFlexible hoursWeekend workAfternoon shift$50k - $85k
...ARE WE: Alerus is a commercial wealth bank and national retirement... ...one core purpose: helping clients achieve their financial goals... ...ABOUT THE ROLE: Account Managers (AMs) are responsible for providing... ...support, ensuring seamless service and addressing immediate needs...Live inWork at officeImmediate startFlexible hoursAlerus
Minnetonka, MN2 days ago- ...Description The Office Services Associate is the first impression for all visitors, prospects, clients and team members. They play an... ...opportunity to exceed expectations Manage all office events and... ...mail Prepare and deliver Wealth Management Review documentation...Full timeContract workWork at officeFlexible hoursNight shift
Cetera Financial Group
Edina, MN1 day ago $45.76k - $52k
...responsibility. Overview of the Assistant Manager of Sales and Service role You will support the... ...while serving as a role model for sales associates in sales generation and service by... ...Philosophy · Ensure timely resolution of client service issues including delivery/...Hourly payFull timePart timeWork experience placementH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work$165k - $185k
The Director, Technical Services provides enterprise-wide leadership and strategic direction... ...Commercial, Operations, Quality, Risk Management, Marketing, Supply Chain, and Emerging... ...relationships with customers, industry associations, suppliers, universities, and technical...Full timeWork at office2 days per week$60k - $65k
...most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with... ...approvals and purchase orders before purchasing goods or services. # Ensures compliance with OSHA, company policies, safety procedures...Full timeTemporary workWork at officeLocal areaFlexible hoursDominium Management Services, LLC
Hamel, MN2 days ago$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...supporting our Individual Tax Services - High Net Worth group,... ...when needed.Build strong client relationships through clear... ...geographic differential associated with the location at which...Work at officeLocal area$100k
Job DescriptionSenior Service Advisor — Lamborghini Minneapolis On-target earnings: $100,0... ...Service Advisor who sets the standard for client experience in the service drive. You'll... ...ability and the organizational discipline to manage a high-end, high-volume environment.What...- ...Job Classification: Hourly, Non-Exempt Department: Client Services Reports To: Client Services Manager General purpose of Job: To execute and manage specific... ...: Employee Ownership (ESOP): Build long-term wealth as an owner in the company Competitive Pay with opportunities...Hourly pay
$58.4k
...Account Manager Job Locations US-MN-Minneapolis Primary Posting... ...all daily sales activities for the client-based marketing services. Responsible for aligning daily activities... ..., duties and skills required of associates so classified. The Company is committed...Full timeWork at officeAdvantage Solutions
Minneapolis, MN3 days ago- ...engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners,... ...Branch has an opening for a wide-ranging Account Manager in our Client Service Department. This position will perform insurance servicing...Work at office
FM Corporation
Plymouth, MN2 days ago - ...As our name suggests, we’re a full-service marketing company with a decidedly modern twist... ...demand generation strategies to help our clients stand up and stand out in today’s radically... ...are involved and client expectations are managed. Conduct regular meetings with clients...Work at officeShift work
Modern Climate
Minneapolis, MN4 days ago $27.88 - $41.83 per hour
...Brokerage Client Assistant RCAST Wells Fargo is seeking a Brokerage... ...as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells Fargo Advisors... ...+ year of Brokerage and Client Services support experience, or equivalent...Ongoing contractWork experience placementWork at officeImmediate startRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- community services specialist Wayzata, MN
- facility service associate Wayzata, MN
- information technology and services consultant Wayzata, MN
- public service officer Wayzata, MN
- service consultant Wayzata, MN
- service advisors Wayzata, MN
- services specialist Wayzata, MN
- service worker Wayzata, MN
- honda service advisor Wayzata, MN
- service delivery associate Wayzata, MN