Client Associate
$55k - $75kUBS
Your role Are you truly service oriented? Do you know how to take care of people? Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: 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 Job Type Full Time Job Reference # 342358BR City McLean Your team You’ll be working in the McLean office. Your expertise Risk & Professional Behavior Teamwork and Collaboration Integrating Diversity Communication and Impact Drive and Commitment Planning and Organizing Problem Analysis 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 than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time equivalent role: United States - Virginia - McLean min USD 55000 - max USD 75000 /annum The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. 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. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Disclaimer / Policy statements 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
- 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 Advisor(s) with...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start
$45k - $65k
...JOB SUMMARY: The Client Success Associate will support the Client Success team in ensuring the success and satisfaction of our healthcare payor clients. This entry-level role will assist in managing client relationships, driving product adoption, and ensuring that...SuggestedWork experience placementInternship- 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...SuggestedFlexible hours
$26.5 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeWork from homeDay shift- We are looking for a detail-oriented Client Team Support Associate to provide high-level administrative support within a fast-paced mortgage company environment in McLean, Virginia. This Long-term Contract position is ideal for someone who is organized, responsive, and...SuggestedLong term contractWork at office
$26.5 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...Work at office
$70k - $115k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area- Morgan Stanley in McLean, VA is seeking a Business Development Associate to support Financial Advisors and Private Wealth Advisors. This role focuses on client experience, relationship building, and cross-functional collaboration with practice strategy consultants, business...
$45k - $65k
...Specialist – Remote Location: Remote (United States) About Us: As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and a positive client experience...Remote workFlexible hours- ...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Work at officeLocal area
- ...Client Services Associate We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide...Immediate startFlexible hours
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$51.45k - $84k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ...area!) is looking for a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves as a key liaison between...Full timeTemporary workWork at officeFlexible hours$70k - $115k
Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...
- ...You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business We... ...improve efficiency and effectiveness in delivering cli Client Associate, Associate, Senior, Client Service, Support, Technology, Insurance...
- ...Wealth Management Client Associate Reston, Virginia To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...Seasonal workWork at officeWork from homeShift workDay shift
$85k - $120k
...oriented and enjoy going above and beyond to deliver an exceptional client experience? Do you thrive in a fast-paced environment... ...complex relationships? We’re looking for a Senior Registered Client Associate to: maintain client information and ongoing due diligence requirements...Full timeFlexible hours- ...based wealth management firm, and we are seeking an Operations Associate who is passionate about doing ‘the work' and thrives as part of... ...held a similar position that helps you appreciate the nuances of client service and support. As a successful candidate, you will...Full timeWork experience placementFlexible hours
$94k - $141k
Job ID: 96953045520Posted: 2026-08-21Location: Washington, DC, United StatesSalary: $94 000,00 - $141 000,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time$15 - $20 per hour
...FASTSIGNS OF SPRINGFIELD SALES ASSOCIATE Are you looking to build real-world experience in sales and customer service? FASTSIGNS of... ...hiring a motivated individual to support our team with sales, client communication, scheduling, and quality control in a creative, fast...Hourly pay$15k
...integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...products. • Some previous experience as a Registered Client Associate is preferred. • Post-Secondary education preferred. •...Hourly payWork at officeLocal area- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...; think of Gallagher. Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to...Work experience placementWork at officeLocal areaShift work
$26.5 - $45 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours
$35.36k - $90k
...Position Summary 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...Temporary workWork at officeLocal area- ...and institutional structure, we remain deeply committed to our entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open...Work at officeLocal areaWork from homeWorldwide
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