Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Associate

UBS Financial Services Inc.

UBS in Wayzata is looking for a Client Service Associate who is detail-oriented and passionate about client interaction. In this full-time position, you will provide an exceptional client experience by onboarding and maintaining client accounts, as well as processing deposits. Ideal candidates will possess a Bachelor’s degree, preferably with experience in the finance sector. The role requires excellent communication skills and attention to detail. UBS offers a competitive salary and a variety of benefits. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Wayzata, MN vacancy
  • $75k - $95k

    Sanctuary Wealth in Minnetonka seeks a Part-Time Client Associate to support client onboarding and account maintenance. Ideal candidates should have 4+ years in wealth management, demonstrating strong organizational and communication skills. This hybrid role offers flexibility... 
    Suggested
    Part time

    Sanctuary Wealth

    Minnetonka, MN
    2 days ago
  • Sanctuary Wealth Group LLC is seeking a Client Associate for its Minnetonka, MN office. This hybrid role involves supporting client onboarding and managing account maintenance requests while ensuring a high-quality client experience. Ideal candidates will have 4+ years... 
    Suggested
    Work at office
    Flexible hours

    Sanctuary Wealth Group LLC

    Minnetonka, MN
    2 days ago
  • $75k - $95k

    Part-Time Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid (2-3 days/week in office preferred) Experience: 4+ years of Wealth Management Experience Schedule: Approximately 20 to 30 hours per week; open to flexibility based on... 
    Suggested
    Full time
    Part time
    Work at office
    Flexible hours
    2 days per week
    3 days per week

    Sanctuary Wealth

    Minnetonka, MN
    2 days ago
  • $25 - $37 per hour

     ...Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    3 days ago
  • $55k - $70k

    Wealth Management Client Service Associate Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships, responsiveness, and operational excellence matter. DSB Rock Island is hiring a Wealth Management Client Service Associate... 
    Suggested
    Work at office

    DSB Rock Island Wealth Management, LLC

    Minnetonka, MN
    10 hours ago
  •  ...RBC in Minneapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and assist clients. This...  ...opportunities for career progression and development within RBC Wealth Management. The ideal candidate will possess strong communication and... 

    RBC

    Minneapolis, MN
    1 day ago
  • $25 - $44 per hour

    Job Summary This position provides client service support to multiple Financial Advisors, serving as the primary point of contact for...  ...policies and procedures to support operational excellence, risk management, and client protection. Identify, deepen, and maintain client... 
    Hourly pay
    Seasonal work
    Work at office
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    10 hours ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Minneapolis, MN
    3 days ago
  • $40k - $60k

    0000050176 RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Minneapolis to support financial advisors and clients. This role involves building relationships, managing account inquiries, and ensuring compliance standards are met. The... 

    0000050176 RBC Capital Markets, LLC

    Minneapolis, MN
    1 day ago
  • $55k - $65k

     ...ensure tasks are met and exceeded? We’re looking for a Client Service Associate to: provide a best-in-class client experience through active...  ...Wayzata Your team You’ll be working as part of Private Wealth Management in our Wayzata, MN office. We help ultra high net worth... 
    Full time
    Work at office
    Flexible hours

    UBS

    Wayzata, MN
    4 days ago
  • $38.1k - $57k

     ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone...  ...the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee...  ...like a start-up. We are a global wealth management and investment banking firm... 
    Work at office
    Flexible hours

    Stifel Financial

    Wayzata, MN
    1 day ago
  • $40k - $60k

     ...Client Associate/Registered Client Associate Embrace RBC 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... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Minneapolis, MN
    1 day ago
  • $35k - $55k

     ...Job Description What is the opportunity? Embrace RBC 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... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Wayzata, MN
    more than 2 months ago
  • $60k - $75k

     ...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning... 
    Work at office
    2 days per week
    3 days per week

    RIA Recruiting

    Minneapolis, MN
    10 hours ago
  • $34.32k - $90k

     ...reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients...  ...years of industry experience preferred. This position involves managing client accounts and facilitating communication, requiring... 

    PowerToFly

    Wayzata, MN
    3 days ago
  • $60k - $80k

     ...Job Description Job Description Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial planning and seek to collaborate with... 
    Work at office

    High Note Wealth LLC

    Wayzata, MN
    25 days ago
  •  ...serve a select group of high-net-worth client families through a personalized, Family...  ...grow, we're adding a Client Operations Associate / Manager to our team. This isn't a back-office role...  ...of operations experience in an RIA, wealth management, or financial services environment... 
    Work at office

    DSG CAPITAL ADVISORS, LLC

    Minneapolis, MN
    4 days ago
  • $54k - $72k

     ...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive....  ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people... 

    Edelman Financial Engines

    Minnetonka, MN
    10 hours ago
  •  ...Client Service Associate Luminate Bank is more than a bankwe're Banking Brighter by making financial...  ..., tailored lending options, and wealth-building strategies empower you to take...  ...accurately and in a timely manner Manage account maintenance requests, including... 
    Work at office
    Flexible hours

    Luminate Bank

    Minneapolis, MN
    10 hours ago
  • $50.1k - $82.8k

     ...operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective...  ...measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk... 
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area
    Immediate start

    BMO Financial Group

    Minneapolis, MN
    4 days ago
  • $16 per hour

     ...TravisMathew 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... 
    Hourly pay
    Seasonal work
    Weekend work
    Afternoon shift

    TravisMathew

    Minneapolis, MN
    4 days ago
  •  ...Client Services Associate / Travel Minneapolis, Minnesota, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel... 
    Remote work
    Flexible hours

    HB Travels

    Minneapolis, MN
    2 days ago
  • $120k - $200k

     ...Job Description Are you an ambitious attorney eager to become a Managing Attorney at an established, multi-state law firm without...  ...staff (with support from our HR department) to managing cases and clients. Lead business development efforts, working closely with Firm Co... 
    Work at office
    Remote work

    The Accident Guys

    Minneapolis, MN
    10 hours ago
  • $120k - $200k

     ...Minnesota with real autonomy and growth potential. Step into a managing attorney opportunity much earlier than the traditional law firm...  ...office growth and performance. Make a real impact for injured clients while helping shape a growing practice from the ground up. Location... 
    Full time
    Work at office
    Local area
    Relocation
    Relocation package

    Orionplacement

    Minneapolis, MN
    4 days ago
  • $200k - $250k

     ...Australia-Employment is seeking a skilled M&A Associate Attorney in Minneapolis, MN, to manage corporate transactional matters. The firm provides competitive compensation ranging from $200,000 to $250,000 annually. As part of a collaborative team, you will lead transactions... 

    Australia-Employment

    Minneapolis, MN
    1 day ago
  •  ...Job Overview A law firm seeks an Associate Attorney in Plymouth, MN. This role focuses on consumer collection litigation, requiring effective caseload management and representation of creditor clients across the state. The position offers a flexible work environment for... 
    Work from home
    Flexible hours

    BCG Attorney Search

    Minneapolis, MN
    1 day ago
  •  ...an experienced Personal Injury Litigation Attorney to join their team in Minneapolis, MN. This role offers the opportunity to help clients obtain justice while contributing to a growing office. The ideal candidate will have a Juris Doctor, an active Minnesota license, and... 
    Work at office

    BCG Attorney Search

    Minneapolis, MN
    4 days ago
  • $30.86 - $38.58 per hour

     ...Avivo employees do this every day, and we want you to join the team. At Avivo, our employees work with utter commitment to their clients, embracing the full person, believing in the dignity of all people. Why This Role Matters Avivo Village provides a safe, stable... 
    Hourly pay
    All shifts
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Avivo

    Minneapolis, MN
    10 hours ago
  • $195k - $235k

     ...Senior Client Advocate The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you... 
    Full time
    Temporary work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Minneapolis, MN
    1 day ago
  • $27.97 - $46.18 per hour

    A global healthcare organization is seeking a Family Advocate Program Coordinator in Hopkins, MN. This role involves providing spiritual care and emotional support to patients and families facing critical conditions. You'll collaborate with medical teams and lead educational...
    Hourly pay
    Full time

    Itlearn360

    Hopkins, MN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!