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.
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.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Associate in Cincinnati, OH vacancy
- ...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
- 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,...SuggestedFlexible hours
- ...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...SuggestedWeekend workAfternoon shift
- ...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
Bartlett Wealth Management
Cincinnati, OH7 days ago - ...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...SuggestedHourly payFull timeWork at officeMonday to FridayShift work
Fidelity Investments
Latonia, KY3 days ago - ...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
Morgan Stanley
Cincinnati, OH5 days ago - ...UBS in Cincinnati seeks a Registered Client Associate to serve as the primary contact for clients, manage scheduling, and prepare materials for meetings. You will handle account transactions, documentation, and client inquiries while remaining aligned with Firm policies...
UBS
Cincinnati, OH2 days ago $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 our...Work experience placementWork at officeRemote workHome officeMonday to FridayTalentLink Solutions
Cincinnati, OH5 days ago- ...Senior Registered Client Service Associate Senior 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...Work at officeLocal area
- ...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
- The Opportunity: The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust curriculum of foundational insurance learning experiences...Work at office
- TalentLink Solutions seeks a Client Service Associate to support advisors and maintain smooth firm operations. You will assist with account paperwork, client inquiries, and CRM maintenance, ensuring precision and timely responses in a collaborative setting. The role emphasizes...
$50k - $54k
Overview As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH . This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride...Work at officeAfternoon shift- Bartlett Wealth Management is seeking a Client Service Associate to join the client service team and support Wealth Advisors, Financial Planners, and clients. The role centers on client service, onboarding, and facilitating smooth transfers and communications while maintaining...Work at office
- Carson Group is seeking a dedicated professional to assist in opening and maintaining client accounts and to provide timely, high‑quality service to advisors and relationship managers. You will handle daily requests, coordinate with custodians, and support ongoing projects...
- Carson Wealth in Covington, KY is seeking an Account Specialist to assist team members in opening and maintaining client accounts, ensuring timely, high‑quality service to advisors and relationship managers. You will manage daily requests and monitor ongoing project lists...Work at office
- 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
- Hylant invites you to join its Foundations Training & Development Program as a Client Service Associate. This role starts a structured training journey designed to develop capabilities for Commercial Property & Casualty or Employee Benefits client service. You will learn...
$90k
...professionals across the U.S., workingtogether remotely to deliver consistent, high quality service to our clients. What You’ll Do As a Client Account Associate, you will work closely with a Client Portfolio Manager and a small, dedicated team to support and help manage...Remote workWork from homeSupporting Strategies
Cincinnati, OH3 days ago$20 per hour
...Description Job Description Why You’ll Love this Guest Experience Associate Job! Deliver First-Class Service in a Luxury Hospitality... ...exists to create deep, meaningful relationships with our clients by going that extra mile in the form of unparalleled, customized...Local areaShift work- ...Job Description Job Description Level Up USA is hiring a Client Service Representative in Cincinnati, OH. At Level Up USA, our customer acquisition campaigns allow our clients to grow and foster new partnerships in the greater Cincinnati area. As a Client Service...TraineeshipLocal area
- ...Off PackageWho You Are:Juris Doctor Degree from an American Bar Association-Accredited Law SchoolActive Member in Good Standing with State... ...Association3+ years of personal injury experienceExcellent client service and communication skillsStrong leadership skillsSelf-starter...
- Job SummaryOur 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) corporate...Contract workLocal areaWork from home
- ...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
- ...corporate transactions, ensuring that all activities align with regulatory standards and best practices.Key ResponsibilitiesAdvise clients on corporate governance and compliance issues.Draft and review commercial contracts, vendor agreements, and service contracts.Facilitate...
- ...corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations teams, every... ...An active member in good standing with the OH State Bar Association 2+ years of personal injury experience Ability to manage high...Full timeWork at officeLocal area
Morganmorganjobsapplynow
Cincinnati, OH1 day ago $90k - $140k
...A bit about us: We are a dedicated team of family law attorneys in Cincinnati with decades of collective experience helping clients through difficult personal transitions. We handle divorce, custody, support, dissolutions, stepparent adoption, collaborative law,...Local areaJobot
Cincinnati, OH5 days ago$210k - $225k
...25,000.00 per year Why This Is a Great Opportunity Join a nationally recognized law firm representing sophisticated business clients in complex commercial litigation. Work on high-profile litigation matters with experienced trial attorneys and collaborative legal...Work at officeRemote workFlexible hours2 days per weekOrion Placement
Cincinnati, OH5 days ago- ...opportunity for lawyers who want hands‑on case responsibility, strong mentorship, and the ability to focus on advocacy for injured clients. The practice offers meaningful courtroom exposure (over 300 trials just last year!), client interaction, and the resources of a sophisticated...
LHH
Cincinnati, OH3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!
Related searches
- client relationship associate Cincinnati, OH
- client services associate Cincinnati, OH
- client account associate Cincinnati, OH
- client relationship associate
- client services associate
- client solutions associate
- senior registered client associate
- client account associate
- client training associate
- client success associate