Wealth Client Services Associate
$70k - $76kUBS Financial Services Inc.
UBS is seeking a Client Associate in Hyannis, Massachusetts to support client advisors in delivering exceptional client service. Responsibilities include assisting with account opening, compliance tasks, and ensuring all client documentation is in order. The ideal candidate will have financial services experience, attention to detail, and be a team player. The role offers a competitive salary range of USD 70,000 to USD 76,000 annually, along with a comprehensive benefits package. #J-18808-Ljbffr UBS
- ...Client Services Associate A highly respected single family office is seeking a polished and detail-oriented Client Services Associate to support... ...Qualifications 2–5 years of experience in a family office, private wealth, or executive support environment Strong communication,...SuggestedWork at office
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and support operations within Wealth Management. This role involves facilitating operational requests for Advisors and enhancing client relationships through effective communication...Suggested
- ...opportunities. Candidates should possess exceptional customer service skills and the ability to lead teams effectively. Join a supportive... ...balance is valued. Apply today to take the next step towards a fulfilling career in client service leadership. #J-18808-Ljbffr MediumSuggestedRemote jobWork from home
$15 - $18 per hour
...Customer Service Associate Berrong Insurance Agency is seeking a motivated, organized, and customer-focused individual to join our team... ...this role, you will serve as the first point of contact for our clients while supporting our service team with administrative and...SuggestedHourly payWork at office- ...Job Description Summary Advise clients about a range of banking products (including... ...years of rich history and recognition for service and excellence in the Financial Services... ...James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office
$125k - $150k
Brown Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...$70k - $76k
Your role support client advisors in delivering exceptional client service and experience be point-of-entry contact for clients... ...in Hyannis, MA. As a client associate, you'll play an important role... ...help manage, preserve and grow the wealth of our clients, through strong...Full timeFlexible hours- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- Client Experience I - In-Office Support Reports to: Client Experience Manager Location: Edmond, OK About the Role At PaulHood, we are... ...We are seeking a Client Experience I to support the day‑to‑day service needs of our in‑office members and deliver an experience rooted...Work at officeLocal area
- JPMorgan Chase in Oklahoma City is seeking a Private Client Investment Associate who will provide client service and operational support to Advisors. You will build client relationships, assist with account management, and engage in risk management procedures. The ideal...
- Overview Forvis Mazars is seeking a Marketing Senior Associate to support our Business Technology Services (BTS) practice. In this role, the Marketing Senior... ...attendee reporting and analysis, results distribution to client service teams, and follow-up execution. Support...Work at officeLocal areaWorldwide
- A financial advisory firm is seeking a Wealth Manager to work directly with clients on their financial planning needs. Responsibilities include serving as... ...candidate should have at least 7 years of financial services experience, a Bachelor’s degree, and a strong ability...
$103.6k - $189.7k
...a leader in serving the global financial services marketplace and the only professional services... ..., working side by side with a range of clients from our most venerable institutions to... ...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose...Summer holidayWork at officeLocal areaFlexible hours$85k - $100k
Supervisor, Treasury Client Services Location: Oklahoma City -OKC, Dallas -DAL, Denver -DEN, Fort... ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal... ...acquired through completion of an Associate’s Degree in a Business related field (Bachelor...Temporary workWork at officeLocal area$180k - $200k
## Director - US Institutional Client Service SupportApplylocations: Boston, Massachusetts, United States of America: Pasadena, California,... ...their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors...Local areaFlexible hours- ...Overview MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and... ...upsell existing ones while providing customers information on client products and services. If you believe you have a positive and...Remote jobWork experience placementWork at office
$35 - $40 per hour
...complaint environment plus residential mortgage servicing experience. This is required to be... .... Guided by a leadership team with a wealth of industry experience and guided by a consistent... ...reflect the interests of Carrington Associates. For more information about Carrington...Temporary workWork experience placementWork at officeLocal areaImmediate start- Club Services Associate At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicated to hiring selfless...Work at officeFlexible hoursNight shift
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$12 - $14 per hour
Join Crunch Fitness - Undefeated Tribe in Edmond, OK as a Member Services Representative. This role offers a dynamic environment where you'll provide exceptional customer service, assist with memberships, and maintain a welcoming atmosphere. In this position, you will...Hourly payNight shift- JPMorgan Chase & Co. is looking for a Full Time 40 Hour Associate Banker at the Rowley Branch in Massachusetts. The role emphasizes exceptional client service and relationship building, aiming to enhance customer experiences while promoting the use of banking technology...Full time
$50k - $65k
...Breezy Seguros is looking for an Insurance Services Associate in Massachusetts. This role involves serving as the first contact for clients and managing new and renewal accounts with carrier partners. The ideal candidate has 1-2 years of experience in insurance or related...Flexible hours- ...upholding the bank’s mission, core values, and Golden Rules of Service. Responsibilities Assist Customer Service leadership in managing... ..., goal attainment, problem resolution, professionalism, client service, effective communication, teamwork, and the FFB sales method...Work at officeFlexible hoursShift work
- Global Elite Empire Consultants is seeking bilingual individuals for remote positions. Candidates should possess strong communication and leadership skills, with a positive attitude and a growth mindset. This role offers uncapped earning potential and fast-track leadership...Remote work
- ...The Quest Organization in Oklahoma City is seeking a polished Client Services Associate to support family principals and external advisors. Responsibilities include coordinating family meetings, managing documentation, and liaising with service providers. The ideal candidate...Work at office
- ...Loan Servicing Specialist III Req ID: 78143 Location: Denver -DEN, Oklahoma City -OKC,... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and... ...normally acquired through completion of a Associates Degree in Business or related field of...Bank staff
$26 - $32 per hour
SitusAMC, located in Oklahoma City, is seeking a qualified candidate to manage mortgage collateral documentation and create precise reports. Strong proficiency in Excel and excellent attention to detail are essential for this role. The ideal candidate will possess a...Hourly payFull timeRemote work- A virtual client service agency is seeking enthusiastic and self-driven individuals for remote work. This role allows employees to assist existing and prospective clients, providing outstanding service and product knowledge. Key responsibilities include working with multiple...Remote workFlexible hours
$77.8k - $145.4k
...Opportunity EY’s Global Workplace Procurement Services (WPS) team is responsible for developing... ...a few. The role of the Supervising Associate - Workplace Services Lead will be to... ...as well as a broad range of internal and client‑facing professionals. Ability to work in...Summer holidayWork at officeLocal areaFlexible hours- ...Spade Recruiting is seeking enthusiastic and self-driven individuals to assist clients through outstanding service and product knowledge. This role involves handling customer inquiries and ensuring eligibility for benefits. You'll receive full training, competitive...Remote workWork from home
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