Client Associate
UBS Financial Services Inc.
Full‑Time Client Associate Location: Troy, MI Job Type: Full Time Job Reference #: 337268BR Responsibilities Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help prepare reports and other materials for client meetings. Collect necessary 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. Qualifications Ideally 1 year of experience in client service within the finance sector. Excellent communication and solid interpersonal skills. Detail‑oriented; nothing gets past you. Proficient in Microsoft Office Teams. Employer UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, operating in more than 50 markets worldwide. Equal Opportunity Statement 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 UBS
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Client Associate in Troy, MI vacancy
$15.5 per hour
A retail wedding service provider in Troy, Michigan is seeking a Styling Associate to enhance customer experiences. The role includes supporting the styling team, driving sales, and maintaining an organized store environment. Ideal candidates will have customer service...SuggestedHourly payFlexible hours- Chico's in Troy, Michigan is seeking a Sales Associate to support management in promoting a customer-focused sales culture. The role involves meeting sales goals, ensuring customer satisfaction, and maintaining store organization. Ideal candidates will have excellent communication...SuggestedNight shift
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...SuggestedSeasonal workWeekend workAfternoon shift
$50k - $75k
...markets. 30 Year old family-owned business providing roof replacement, storm restoration, siding and gutters. Position: Client Development Associate (Field Canvassing) Full training provided. We are rapidly expanding and looking for outgoing and highly motivated...Suggested- 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...SuggestedFull timeWork at office
$25 - $37 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 officeFlexible hoursShift workDay shift- Fwainvest is looking for a detail-oriented Cash Management Associate to join their team in Southfield, MI. This role involves supporting branch teams, correcting disbursement errors, and ensuring compliance with firm policies. The ideal candidate will have strong communication...Work at office3 days per week
- United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, MI to provide top-tier client experiences. Successful candidates will manage inbound calls, requiring strong communication skills and the ability to thrive in a fast-paced call center environment...
- What You’ll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to word processing...Work at office
- BCG Attorney Search is seeking a Tax Associate to join their Private Client group in Detroit, Michigan. The ideal candidate should possess a Juris Doctor (JD) degree and have extensive experience in estate, gift, and income tax planning for high-net-worth individuals....
- 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...
$24.95 - $39.87 per hour
...Portfolio Administration - self‑review tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as... ...new technology Coordinate workload with other client service associates Review agreements and ensure compliance of paperwork...Flexible hours- 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
- ...Description We are looking for an experienced Attorney to advise clients on complex business tax matters. This role supports strategic... ...for ownership succession. • Interpret tax consequences associated with liquidation, wind-down, and other end-of-life business events...For contractors
Robert Half
Troy, MI21 days ago - ...will be comfortable managing employment-related disputes on behalf of employers and providing practical, day-to-day counseling to clients on workplace issues and compliance. Key Responsibilities Represent employers in employment-related litigation in state...Contract workWork at office
Secrest Wardle
Troy, MI16 days ago - ...Handle court appearances, mediations, and negotiations Evaluate risk, exposure, and case value Communicate directly with clients, adjusters, and opposing counsel What This Role Requires ~5–9 years of litigation experience ~ Background in insurance defense...Work at office
Secrest Wardle
Troy, MI7 days ago $75 - $100 per hour
...Description Job Description LHH is regularly tasked by our clients to find experienced Commercial Litigation Attorneys for... ...managed by: Nicholas Romley Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability...Hourly payContract workTemporary workWork at officeLocal areaImmediate startLHH US
Troy, MI24 days ago- ...Job Description Job Description Behind the Title At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and...
$75k
...an ambitious and compassionate Entry-Level Divorce & Family Law Associate Attorney to join our collaborative legal team. We are... ..., and correspondence Attend court hearings, mediations, and client meetings Attend and take depositions Conduct legal research...Flexible hoursLAW FIRM OF VICTORIA PC
Birmingham, MI18 days ago- ...Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs...Work experience placementLocal areaFlexible hours
HUB International
Troy, MI2 days ago - ...A law firm seeks a Social Security Attorney in Troy, Michigan. This role involves managing a high-volume caseload and representing clients in disability claims and hearings. The position offers independence, flexibility, and the opportunity to work in a client-centered...Work at office
- A law firm in Michigan is seeking a full-time attorney with 3-5 years of experience in insurance defense litigation, focusing on No-Fault PIP and automotive negligence. Responsibilities include preparing legal documents, conducting research, and attending court hearings...Remote jobFull time
- A corporate law firm is seeking an experienced attorney for the role of Commercial Finance and Commercial Transactions Associate. This position involves providing legal advice on commercial finance matters, ensuring compliance with regulations, and drafting complex financial...Remote job
- Estate Planning Attorney - Client Experience Focus Rutkowski Law Firm is seeking a personable, knowledgeable, and client-focused Estate Planning Attorney to lead families through the estate planning process with clarity, compassion, and confidence. This role is centered...
$180k
A legal advocacy firm for veterans in Michigan is seeking a VA Attorney to represent clients in disability claims at all levels of the VA process. The role involves managing a caseload of 300-350 cases while collaborating with Case Managers and utilizing advanced technology...Remote jobFlexible hours$85k
Estate Planning Attorney - Client Experience Focus Rutkowski Law Firm is seeking a personable, knowledgeable, and client-focused Estate Planning Attorney to lead families through the estate planning process with clarity, compassion, and confidence. This role is centered...- BCG Attorney Search is seeking an Estate and Succession Planning Associate in Troy, MI. This role involves advising clients, drafting legal documents related to estate planning, tax, and business succession, and supporting partner-level attorneys. The ideal candidate will...
$180k
Every day we strive to foster a culture that is accepting, dynamic, and empathetic. Our clients are disabled and deserve the highest degree of service that we would be proud to deliver. Each client has a unique story with different needs that we must tend to with great...Remote workFlexible hours- BCG Attorney Search is seeking a Family Law Attorney for their Troy, MI office. This role allows attorneys to significantly impact clients' lives by guiding them through complex family law issues such as divorce and custody. The ideal candidate will have a Juris Doctor,...Remote jobWork at office
- A law firm specializing in litigation is seeking an Associate Attorney for its Troy office, focusing on automobile negligence defense, premises... ...high volume caseload, drafting legal documents, and managing client communications. Competitive compensation and a signing bonus...Work at officeRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
