Private Wealth Client Associate: Service & Support
UBS
UBS in Sarasota, FL is seeking a Registered Client Associate to support Private Wealth Management teams with client service and operations. You’ll keep client data up-to-date, assist in preparing client meeting materials, and help educate clients on account services. You will collect documentation for new accounts, plan team marketing events, and maintain a detailed calendar of activities, leveraging strong communication and MS Office skills to support the team. #J-18808-Ljbffr UBS
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Associate: Service & Support in Sarasota, FL vacancy
- Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries. The role emphasizes accuracy, strong interpersonal...Suggested
- ...goal is to serve our clients, one another, and our... ...We aren’t your typical wealth management firm. Our intense... ...an experienced Client Service Associate to the team in... ...Provides all client service support including account... ...materials. Coordinates with Private Fund team on any...SuggestedFull timeWork at officeLocal areaRemote work
Waverly Advisors LLC
Sarasota, FL2 days ago - ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
Morgan Stanley
Sarasota, FL2 days ago - ...first. As an independent wealth management firm, we... ...approach to serving our clients. We are passionate... ...environment to provide crucial support to the financial... ...level of customer service in a calm, professional... ...firm pays majority for associate and family), Dental, Vision...SuggestedFor contractorsWork experience placementWork at office
Raymond James
Sarasota, FL3 days ago - ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified... ...about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible...SuggestedFlexible hours
UBS
Sarasota, FL1 day ago - ...Registered Client Associate We’re looking for a Registered Client Associate... ...educate clients on account services and capabilities help with... ...be working as part of UBS Private Wealth Management Americas in the... ...in client service and team support. Your expertise Series 7...Full timeWork at office
UBS
Sarasota, FL2 days ago - ...Interacts daily with clients over the phone, in-person... ...to provide crucial support to the financial advisors... ...** **Knowledge of** + Wealth management industry... ...high level of customer service in a calm, professional... ...pays majority for associate and family), Dental, Vision...For contractorsWork at office
Raymond James
Sarasota, FL3 days ago - ...Join a high-caliber Private Client team that counsels high... ...organizations on sophisticated wealth transfer, tax, and... ...’ll do: Lead and support sophisticated estate... ...~ A polished, client-service-oriented approach and... ...Sarasota-based Senior Associate opportunity with you in...
Aionios LLC
Sarasota, FL2 days ago - ...Southwest Florida is seeking a senior estate planning attorney. The role involves drafting comprehensive estate plans, advising clients on wealth transfer strategies, and managing probate matters. The ideal candidate should have a minimum of 5 years of estate planning...
- POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated... ...and assist with Firm services and solutions that support clients’ needs including banking products and services and...Work at officeLocal area
$175k - $225k
...collaboration, and top-tier client service Step into a senior-level estate... ..., title, litigation, and private client work) Excellent benefits... ...legal work paired with a supportive, professional culture. They... ...directives Counsel clients on wealth transfer strategies, asset...Full timeOrionplacement
Sarasota, FL2 days ago- A leading regional law firm is seeking a Legal Support Specialist to enhance the efficiency of its legal team. In this vital role,... ...schedules, and provide administrative support to ensure top-tier client service. Candidates should have strong organizational skills and...
- ...OPPORTUNITY Williams Parker is seeking a Private Client Services | Trusts & Estates Attorney with... ...sophisticated estate planning, wealth transfer planning, taxable estates, transfer... ...technology, and knowledge-management support that promotes efficient practice management...Private practice
Williams Parker
Sarasota, FL4 days ago - Williams Parker seeks a Private Client Services Attorney (8-10 years in private practice) to join its Trusts & Estates team in Florida. The attorney will handle sophisticated estate planning, wealth transfer planning, and trust administration for high-net-worth individuals...Private practice
- ## Applications Support AdministratorApplylocations: City Hall Main Buildingtime type: Full timeposted on: Posted 2 Days Agotime left... ...administration, Active Directory(on-prem and Entra ID), identity services, and current Microsoft Server environments. Mastery in...Hourly payFull timeWork at office
- ...help with store operations, customer service and team development. Duties include,... ...safety guidelines and ensure all store associates follow company policies and... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeSeasonal workLocal area
Dollar Tree
Sarasota, FL3 days ago - ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and enhance new and existing client relationships...Full timeWork at officeLocal area
- Intercoastal Medical Group is seeking an IT Support and Network Administrator in Sarasota, FL to manage daily end-user support and oversee the organization''s network engineering, deployment, and security. The role focuses on maintaining HIPAA-compliant systems while evaluating...
- Sarasota County Government's Parks, Recreation & Natural Resources department is seeking an administrative professional to support the Director and senior managers with high-level clerical tasks, records management, and confidential communications. The role covers scheduling...
$58k - $76k
...an alternative application process. IT Support and Network Administrator Sarasota, FL,... ...1993, Intercoastal Medical Group is an association of more than 100 highly credentialed physicians... ...of delivering quality healthcare services. Intercoastal is a drug free workplace and...Full timeWork at officeMonday to Friday- ...Government is seeking an Administrative Assistant in the Public Works department to provide independent administrative and financial support for the Business Administration Office. The role involves document editing, meeting coordination, travel arrangements for staff,...Work at office
$120k - $175k
...About the job Community Association Attorney Pay: $120,000.00 - $175,000.00 per... ..., collaboration, and top-tier client service Step into a senior-level community... ...sophisticated legal work paired with a supportive, professional culture. They are widely...Full timeOrion Placement
Sarasota, FL17 hours ago$120k - $150k
...environment Great benefits package, CLE support, and an annual all-expenses-paid firm trip... ...resolution and managing closings. About Our Client Our client is a highly regarded Southwest... ...estate, title, and related litigation services, with a strong reputation for quality, collaboration...Full timeWork at officeLocal areaOrionplacement
Sarasota, FL1 day ago- ...planning work for high-net-worth clients, focusing on complex trust... ...families on estate, tax, and wealth preservation planning. Draft... ..., and estate administration. Support business succession and family... ...and tax planning from a private practice law firm. Strong drafting...Private practiceWork at office
BCG Attorney Search
Sarasota, FL3 days ago - ...administration, and complex wealth transfer strategies - including... ...into a collaborative, well‑supported environment. Job Responsibilities... ...with the founding partner on client strategy, practice... ...to ensure exceptional client service and administration Play an key...
Garcia Legal Search, LLC
Sarasota, FL3 days ago $20 per hour
...resources you'll need to be successful. View all our health, wealth and life offerings at What You'll Do Welcome in-... ...creative solutions. Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial, dispatch, repair, cash...Weekly paySafelite
Sarasota, FL1 day ago- ...the hunt for a dynamic Senior Associate Attorney to join their... ...unwavering commitment to their clients have firmly established their... ...uncompromising dedication to client service and the firm's values. Key... ...Work collaboratively with support staff and other attorneys, ensuring...Remote work
Prime Headhunting and Recruiting, Inc.
Sarasota, FL3 days ago - ...opportunity to work directly with sophisticated estate planning clients in a supportive, highly professional environment. The successful... ...estate planning, wills, trusts, tax planning, and related wealth preservation strategies. Preference will be given to candidates...Flexible hours
Synectics
Sarasota, FL4 days ago - ...Senior Trusts and Estates Attorney to join its highly regarded private client practice serving ultra-high-net-worth individuals and families... ...opportunity to work on sophisticated estate planning, wealth transfer, and tax strategies for a discerning client base. No...Private practiceRelocation package
Ascension Global Staffing & Executive Search
Sarasota, FL2 days ago - Dormont Manufacturing Co in Sarasota is seeking a Casual Sales Ambassador to deliver exceptional customer service and drive sales. You will engage with customers and share product knowledge, enhancing their shopping experience. The ideal candidate possesses excellent customer...Part timeCasual workFlexible hoursWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Associate: Service & Support. Be the first to apply!
Related searches
- customer relations specialist Sarasota, FL
- customer service expert Sarasota, FL
- delta customer service work from home Sarasota, FL
- senior customer service Sarasota, FL
- customer service position Sarasota, FL
- online customer service Sarasota, FL
- customer service entry level Sarasota, FL
- receptionist customer service Sarasota, FL
- cashier customer service Sarasota, FL
- client service specialist Sarasota, FL