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
$16 - $40.87 per hour
...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. Leading...SuggestedHourly payTemporary workWork at officeLocal area- ...Wealth Management Client Associate Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$16 - $17 per hour
...Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ? DebtBlue is growing, and we're looking for Client Success Associates that know how to build relationships, communicate with confidence...SuggestedHourly payFull timeTemporary workWork at officeLocal areaImmediate start- ...Client Experience Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders...SuggestedWork experience placement
- ...collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks... ...management with you. The Role As a Client Experience Associate, you are at the core of Farther's client service and operations...SuggestedWork experience placement
$20 - $22 per hour
...Hi, Greetings from Donato Technologies! We have an immediate opening for a **Client Relations Associate** with our company in Farmers Branch, TX. If you are interested in learning more about the opportunity, please send me your updated resume. Client...Hourly payPart timeWork at officeLocal areaImmediate start2 days per week3 days per week- ...Hi, Greetings from Donato Technologies! We have an immediate opening for a Client Relations Associate with our company in Farmers Branch, TX. Client Relations Associate Company: Donato Technologies, Inc. Job Type: Part-Time Schedule: 2–3 days per week Location: Farmers...Part timeWork at officeLocal areaImmediate start2 days per week3 days per week
- ...Donato Technologies is seeking a friendly and proactive Client Relations Associate to support our existing clients and business contacts in the Dallas–Fort Worth area. This part-time role focuses on relationship building, outreach, and identifying opportunities for our...Part time
$53k - $77k
...The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities, breakdown challenges, and...InternshipWorldwide- ...Job Description Dallas, TX | Full-Time | Immediate Start Client Relations • Sales • Leadership Development Pro-Active is seeking... ...individuals to join our growing team as a Client Relations Associate. This role is ideal for candidates who enjoy working with...Full timeImmediate start
- ...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...Hourly payPart timeWeekend workAfternoon shift
- ...Client Success Associate The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities...Internship
- ...Client Treasury Associate The Client Treasury Associate will support the implementation of treasury management solutions for business clients. This role involves collaborating with the Business Development Manager to understand client needs, developing tailored solutions...Work at office
- ...Client Support Associate Elevare Branding is seeking a Client Support Associate to join our team in Dallas, TX. This role is ideal for individuals who are highly organized, client-focused, and motivated to contribute to a dynamic business environment. The Client...Full time
- ...stock trades, originating wires, initiating letters of credit and associated confirmations, processing safekeeping transactions, term... ...transactions. Recognizes the need to elevate for troubleshooting Client Services issues in a timely manner. Manages the flow of documentation...Work experience placementWork at officeFlexible hoursWeekend workAfternoon shift
- ...Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. Responsibilities : Facilitate the onboarding process for new clients and accounts, including the completion of client...Work at office
$60k - $90k
...0,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate...Full time- ...Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing nationwide and expanding into new markets across the US. This growth has...Work at office
$47k - $54k
...continuous improvement, creating an environment where employees can thrive and build meaningful careers. Job Description We are seeking a Client Account Representative to serve as a trusted point of contact for our clients while ensuring an exceptional customer experience. In...Full timeWork at officeLocal area- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving... ...seeking a highly motivated and detail-oriented Client Service Associate to join our collaborative advisory team. This individual will play...Work at officeRemote work
$140k
...Client Service Associate, Investment Services USA Remote Up to $140,000 ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the...InternshipWork at officeRemote work- ...Client Service Associate A leading global wealth management firm is seeking a client service associate to join its centralized team in Dallas, TX. This role supports ultra high net worth clients on the west coast and offers a long-term career path with opportunities for...Shift work
- Snell & Wilmer L.L.P. seeks a Private Client Services Mid-Level Associate in Dallas or Phoenix with at least five years of experience in estate planning, probate, and trust and estate administration. Preference for candidates with experience preparing estate and gift tax...
$70k - $90k
A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the West Coast and offers a long-term career path with opportunities for continued learning...Permanent employmentTemporary workWork experience placementShift work- Donato Technologies, Inc. is seeking a recent bachelor’s degree graduate for a part-time Business Development & Client Outreach Associate role in Farmers Branch, Texas. You will visit potential clients, build relationships, present our IT staffing services, and support...Part time2 days per week3 days per week
$40k - $60k
...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...Full timeFlexible hours- ADP, Inc. is hiring an Associate Account Manager to serve as the front-line for solving client challenges, focusing on mid-size clients (50-999 employees). You will help with issue resolution, training users on ADP technology, and delivering outcomes with a customer-first...
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
- Prairie Capital in Dallas seeks a highly motivated Client Service Associate to support advisors and sophisticated clients with investment analysis, wealth transfer planning, family office administration, and day-to-day client service. The ideal candidate is intellectually...Work at officeRemote work
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