Client Associate
UBS Financial Services Inc.
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. 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. UBS
- ...About This Role As a Client Success Associate at Soundtrace, you'll be the operational backbone for the clients who rely on us to run their hearing conservation programs. From onboarding new locations to coordinating testing schedules and keeping compliance records on...SuggestedFlexible hours
- ...Soundtrace is seeking a Client Success Associate in the Cincinnati area to support onboarding, scheduling, and compliance for client programs. You will coordinate testing, manage documentation, and answer questions to keep accounts healthy. You will work closely with...Suggested
$20k - $30k
...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...SuggestedPart timeFlexible hours- ...responsibilitiesUBS Financial Services is looking to hire an Investment Associate to join the portfolio management team of a large advisory group... ..., collaborating with financial advisory team members to ensure client assets are invested in line with investment objectives, and...SuggestedWork at officeFlexible hours
- ...Description Job Description This position is a member of the client service team and works closely with Wealth Advisors, Financial... ...client service, retention, and business growth. The ideal associate will: Act as the primary point of contact and demonstrate a...SuggestedWork experience placementFlexible hours
$20k - $30k
...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 and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Part timeFlexible hours$65k - $75k
...committed to providing thoughtful advice that always puts our clients' best interests first. We are intentionally a small, close knit... ...proactive, highly personalized service. As our Client Service Associate, you'll play a key role in delivering the exceptional service...Work experience placementWork at officeRemote workHome officeMonday to Friday$39k - $43k
...meaningful - built for us , for collaboration, and for the future of work. Job Description IGL 4 US is seeking a Client Service Associate to join our Cincinnati team. In this role, you will support clients throughout their experience with the company,...Full time- ...customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site. In this full-time position,... ...calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue...Hourly payFull timeWork at officeMonday to FridayShift work
- ...HCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. At HCM Wealth Advisors, we are on a mission to empower our...Work at officeRemote work1 day per week
- ...Paychex is seeking a customer service professional to support clients by phone, email, chat, and other channels. You will follow up on items to meet service levels and document all client interactions. You will use systems like HRIS, Salesforce, Flex, Core Advanced, and...Full timeFlexible hours
- ...poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...Full timeWork at officeLocal area
- ...ROBERT W. BAIRD & CO. INCORPORATED is seeking an organized client service and administrative professional in Fort Wright, KY. The role supports wealth management branch operations, client service, and marketing activities to enhance client relationships. The ideal candidate...
- Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,...Flexible hours
- ...Registered Client Service Associate 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...Work at officeLocal area
- ...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...Part timeWork at office
- ...POSITION SUMMARY Senior 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...Full timeWork at officeLocal area
- ...managing cases from investigation through resolution. This role provides the opportunity to handle a diverse caseload, work directly with clients, and gain significant courtroom experience in a collaborative environment. Location: Covington, KY Experience Level: 2+ Years...Work at office
- Corporate CounselUnder the direction of General Counsel, the Corporate Counsel provides legal advice to all levels of the organization. The position provides recommendations to all levels of management on how to respond to a wide array of legal issues. Works closely with...Contract workShift work
- ...residential or commercial real estate matters who is eager to grow their practice and take on meaningful responsibility in a collaborative, client-focused environment. Key responsibilities include: Advise clients on residential and commercial real estate purchases and...Work at office
- ...Support the business in identifying and mitigating legal risk associated with new and existing products, partnerships, commercial arrangements... ...alignment, and delivering innovative legal solutions. A client-focused mindset that demonstrates curiosity, accountability,...Worldwide
$100k - $160k
...transactions, ensuring that all activities align with regulatory standards and best practices. Key Responsibilities Advise clients on corporate governance and compliance issues. Draft and review commercial contracts, vendor agreements, and service contracts....Full time- Job Summary Our Corporate Affairs department is seeking an experienced Attorney for our growing team. Corporate Affairs acts as in-house counsel for Medpace, and its domestic and international subsidiaries. Areas of legal practice include (but are not limited to) ...Contract workWork at officeLocal areaWork from home
- Attorney Position Our Corporate Affairs department is seeking an experienced Attorney for our growing team. Corporate Affairs acts as in-house counsel for Medpace, and its domestic and international subsidiaries. Areas of legal practice include corporate governance,...Contract workWork at officeLocal areaWork from home
$90k - $100k
...experience to manage and support bankruptcy matters from inception through resolution. This role requires strong legal expertise, excellent client communication skills, and the ability to manage multiple cases efficiently in a remote work environment. Key...Permanent employmentFull timeRemote workRelocation package- ...experience in corporate transactional matters who is eager to grow their practice and take on meaningful responsibility in a collaborative, client-focused environment. Key Responsibilities Advise clients on corporate and business law matters, including entity...Work at office
$60k - $130k
...-focused legal services. Our team combines deep legal knowledge with collaboration, strategic thinking, and a strong commitment to client service. We believe talented attorneys do their best work when they are trusted with meaningful responsibility, supported by experienced...Temporary workCasual workWork at officeRemote workWork from homeFlexible hours- ...Schneiderman & Sherman, P.C. seeks an Associate Attorney to handle foreclosure, bankruptcy, and title matters for financial-institution clients. You will represent clients in loss mitigation and asset recovery efforts, delivering timely, compliant, professional service...
- ...business and organizational needs as necessary. QUALIFICATIONS AND REQUIREMENTS Required Education, Skills and Experience: Associate's degree in Social Work, Human Services, Family Studies or a related field (credential or certification in such areas may be...Work at officeLocal areaRemote workNight shift
- ...answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of... ...of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted...Full time
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