Wealth Management Client Services Associate
UBS Financial Services Inc.
A leading global wealth manager is seeking a Full-Time Client Associate in Troy, MI to maintain client information and assist with account services. Candidates should ideally have 1 year of client service experience within the finance sector, strong interpersonal skills, and proficiency in Microsoft Office Teams. This role offers an opportunity to contribute to team marketing events and client communications. #J-18808-Ljbffr UBS
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Troy, MI vacancy
$50k - $78k
A financial services company is seeking a Client Service Associate to support life insurance and wealth management teams. This hybrid role involves assisting agents with new business, ongoing client service, and documentation preparation. Candidates should have strong...Suggested$50k
Client Services Associate / Office Manager - JPStudinger Wealth Advisors Compensation: $50,000+ (commensurate with experience) Employment Type: In Person Full-Time Experience Level: Open to candidates at all experience levels About the Role Our wealth management firm...SuggestedFull timeWork at office- A leading global financial services firm is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. Responsibilities include managing Advisors' books of business, facilitating operational requests, and assisting...Suggested
- ...for a culture that puts its clients and associates first: a culture where... ...You'll Be Doing The Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start‑up. We are a global wealth management and investment banking...SuggestedWork at office
$50k - $78k
...the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a... ...learn more, please visit: Summary: We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management...SuggestedWork at officeWork from home2 days per week3 days per week- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$25 - $37 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 paySeasonal workWork at officeFlexible hoursShift workDay shift- United Shore Financial Services LLC in Pontiac, Michigan, is seeking a Building Support Specialist responsible for campus needs, providing elite client service with a strong sense of urgency. This role requires 100% onsite attendance with various shifts available. Responsibilities...Shift work
- Position Overview Registered Client Service Associate / Securities Senior Sales Assistant (SSA) provides operational and sales support to multiple Financial Consultants (FCs) and supports office initiatives. The SSA assists one or more FCs in Retail, High Net Worth, or...Work at officeRemote workMonday to Friday
- A financial institution in Bloomfield Hills, MI is seeking a Registered Client Service Associate / Securities Senior Sales Assistant. This role involves operational and sales support for Financial Consultants, requiring excellent customer service and teamwork skills. Candidates...Work at office
- ...Job Description Job Description Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact...Work at office
- Stifel Financial Corp. is looking for a Client Services Associate in Rochester, MI. This role involves assisting Financial Advisors with client accounts, providing exceptional administrative support, and ensuring that all client needs are addressed efficiently. Candidates...
- Stifel is looking for a Client Services Associate in Rochester, Michigan, to assist Financial Advisors with a variety of client and administrative tasks. This role involves opening and maintaining client accounts, providing superb customer service, and performing various...Work at office
- Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients in Troy, Michigan. You will empower clients to own their financial futures while building trust and meaningful relationships. Successful candidates...
$200k
...Employee Benefits Account Manager At HUB International,... ...believe in empowering our clients, and we do so by... ...benefits, investment and wealth management products and services. With over 17,000 employees... ...Mentor, support and train Associate Account Managers and Team...Local areaFlexible hours$15k
...Commercial Senior Account Manager At HUB International,... ...believe in empowering our clients, and we do so by... ...benefits, investment and wealth management products and services. With over 20,000 employees... ...team environment, mentoring Associate Account Managers and Team...Local areaFlexible hours- Overview Description Job Summary The Treasury Management Service Specialist II delivers high-touch onboarding, implementation, maintenance,... ...advanced service support for Business Banking and Commercial clients with complex treasury needs. This role includes...Full timeWork experience placementH1bWork at officeRemote workWork from homeFlexible hours
- ...Suburban Automotive Services At Suburban Automotive Services, we're not just in the automotive... ...innovative solutions to advance our clients' products and services: Suburban... ...accessories and sales support to fleet management, garage services, and custom vehicle solutions...Weekly payDaily paidWork at officeLocal area
- ...believe in empowering our clients, and we do so by... ...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. With over 20,000 employees... ...and/or civic associations on behalf of HUB. Cultural...Work at officeLocal area
- Full‑Time Client Associate Location: Troy, MI Job Type: Full Time Job Reference... ...8BR Responsibilities Keep management systems up‑to‑date with... ...Educate clients on account services and capabilities. Help... ...Employer UBS is a leading global wealth manager and universal bank...Full timeWork at officeWorldwide
- Chico's in Troy, Michigan is seeking a Sales Associate to support management in promoting a customer-focused sales culture. The role involves meeting... ...will have excellent communication and customer service skills, retail experience preferred, and must be at least...Night shift
- WJM CPA in Troy, Michigan is seeking an Associate to support various accounting, tax, and business services. This role involves preparing and reviewing tax returns, managing bookkeeping, and providing educational support to clients. The ideal candidate will hold a...
- ...serve. Our Vision is a future where clients approach their finances with confidence... .... From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship... ...for participating in IB Edge Sales Management routines such as roadmaps and check-...Hourly payFull timeBank staffFlexible hours
$84k - $135.2k
...Account Manager - Engineered Products - Midwest Region Remote/... ...relationships with existing clients and developing new customer relationships... ...management, and customer service, to align sales efforts with... .... Learn: Have access to a wealth of learning resources,...Local areaRemote work- Account Manager (Remote or Hybrid) Class Valuation, a leading tech-enabled appraisal management... ...accounts and ensures high levels of client satisfaction. It is not a sales position.... ...experience in account management, client services, or operations (mortgage or real estate industry...Remote jobWork at officeLocal areaFlexible hours
- ...consistently named among the 50 best-managed firms in the nation, this is... ...post-transaction due diligence services help reveal risks and opportunities to allow our clients to make informed decisions... ...are currently seeking a Senior Associate in our Transaction Advisory Services...
- A leading financial services firm is looking for a dedicated professional to support Advisors by managing client relationships and handling operational requests. This position requires a valid Series 7 license along with the ability to engage in risk management and compliance...
$45k - $57k
...Customer Service Representative NFP, an Aon company, is a multiple Best Places to... ...their most significant risk, workforce, wealth management and retirement challenges through custom... ...for all internal and external customers/clients by utilizing excellent, in-depth...Work at office$24 per hour
...Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies... ...exceptional outcomes for our clients and the millions of people who... ...every day. Case/Contract Management Services Associate Pay Rate:...Minimum wageFull timeContract workCurrently hiringFlexible hours- ...About the job Company Description Our client is based in Bloomfield Hills, Michigan, is an independent wealth management and retirement plan consulting firm offering financial planning and advisory services to clients nationwide. We specialize in Retirement...Full time
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
- service consultant Troy, MI
- card services specialist Troy, MI
- environmental services attendant Troy, MI
- office service associate Troy, MI
- information technology and services consultant Troy, MI
- veterans service officer Troy, MI
- guest services associate Troy, MI
- site services specialist Troy, MI
- service worker Troy, MI
- service advisors Troy, MI

