Registered Client Associate
UBS Financial Services Inc.
Job Reference # BRCityMiamiJob TypeFull Time Key responsibilitiesAre you truly service oriented? Do you know how to take care of people?We’re looking for a Registered 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 activitiesThe teamYou’ll be working with the Global Wealth Management team in the Miami Branch.Your skills and experience• Client Focus• Risk & Professional Behavior• Teamwork and Collaboration• Integrating Diversity• Communication and Impact• Drive and Commitment• Planning and Organizing• Problem AnalysisAbout usUBS 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.How we hireWe may request you to complete one or more assessments during the application process. Learn moreJoin usAt 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 statementsUBS 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.: United States - Florida: Client advisory / Relationship management, Finance, Financial Advisors, Management and Business Support, Portfolio and fund management: Global Wealth Management
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- ...Job Reference # 341611BR City Coral Gables Job Type Full Time Key responsibilities We’re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor keep management systems up-to-date with client information educate...SuggestedFull timeWork at officeFlexible hours
- ...on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci... ...unlawful under applicable law. JOB SUMMARY The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment...Suggested
- ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund...SuggestedFull time
- ...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 build trusted relationships...SuggestedFull timeWork at officeLocal area
- ...meeting documents and other materials. \n Schedule meetings for team utilizing our group’s various applications \n Respond to client questions regarding accounts, policies, and procedures. \n Review daily activity and reconcile current client activity, fund...
- ...Job Description Job Description The Client Services Associate is is responsible for providing customer service and transactional support... ...business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to...Work experience placement
- ...Clients remember when someone follows up with clarity and makes the process feel easier to navigate. As a Client Relations Associate, you will keep client information organized, schedule appointments, and help provide responsive guidance around benefit options. The...Full timeFor contractorsLocal area
- ...Job title: Family Office Client Service Associate Location: Miami, FL Position Overview The Family Office Client Service Associate serves as a primary point of contact for families and their trusted advisors, providing personalized service and coordinating financial...Full timeWork at office
- ...Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day-to-day client operations, from onboarding and account maintenance to preparing for client meetings and ensuring...Full time
- ...market more accessible, this is the place. About the Role This is the seller's champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are the person who...Monday to Friday
- ...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
- ...Job Description Job Description We are seeking a personable and detail-oriented Client Relations Associate to support our customer communication and client engagement activities. This position focuses on maintaining positive customer relationships, providing information...
- ...A prominent AmLaw-ranked firm with a national and international platform is seeking a Private Client Associate for its Florida offices (Boca Raton, Miami, or West Palm Beach). This is a strong opportunity for an attorney with hands-on experience in estate planning...Private practiceRemote work2 days per week
- ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique...Local area
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...Full timeTemporary workPart timeWork experience placementWork at office
- ...strategy firm serving commercial real estate owners and developers. We combine big-broker capabilities with boutique advocacy, helping clients structure their risk strategically, while navigating the process in a way that can make it (almost) enjoyable. Our goal is not...
$70k - $100k
...Job Description A good client experience usually comes down to a few simple things: listen, communicate clearly, and do what you... ...do. \n \n That is the foundation of this Client Services Associate opportunity. It is a full-time, in-office opportunity built around...Full timeWork at office- ...The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while...Full timeWork at office
$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- ...applicants. Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust... ...and CRM software (e.g., Salesforce) preferred. Seniority level Associate Employment type Full-time Job function Finance Industries Investment...Full timeWork at office
- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...
- Join a team where you'll work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking and investment activities. This is an opportunity to develop your career in a fast-paced environment where collaboration, ownership...
- About the job Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent client service by handling administrative...
- ...looking for an energetic, reliable, and solutions-oriented individual to join our all-star team. This role is accountable for optimizing client (dentist) satisfaction by ensuring accurate scheduling and on-time delivery of dental laboratory products and services. The...Work at office
$215k
...Insurance Defense Attorney | Up to $215K + Bonus | Hybrid | High-Exposure Litigation \n High-exposure Florida litigation, strong client contact and the opportunity to take real ownership of matters from day one. \n \n Join a well-established litigation...
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