Registered Client Associate
UBS Financial Services Inc.
Job Reference #342185BRCityMiamiJob TypeFull Time Your roleAre you truly service oriented? Do you know how to take care of people?We’re looking for a Registered Client Associate to:• keep management systems up-to-date with client information• educate clients on account services and capabilities• help with the preparation of reports and other materials for client meetings• collect the right documentation for opening new accounts and service requests• plan team marketing events and maintain marketing materials• provide the team with a detailed calendar of activitiesYour teamYou’ll be working with the Global Wealth Management team in the Miami Branch.Your expertise• Client Focus• Risk & Professional Behavior• Teamwork and Collaboration• Integrating Diversity• Communication and Impact• Drive and Commitment• Planning and Organizing• Problem AnalysisAbout usUBS 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 usAt 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.Disclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.Country / State: United States - FloridaFunction Category: Client advisory / Relationship management, Finance, Financial Advisors, Management and Business Support, Portfolio and fund managementBusiness Divisions: Global Wealth Management
- ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...obtained within a specified timeframe if being hired into a registered job code.**Possesses advanced industry knowledge and an...SuggestedFull timeSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Private Wealth Client Associate - Bilingual Portuguese Preferred Miami, Florida 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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....SuggestedFull timeSeasonal workWork at officeWork from homeDay shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained withing a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...POSITION SUMMARY 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 in this role build...SuggestedFull timeWork at officeLocal area
- ...POSITION SUMMARY International 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 in...Full timeWork at officeLocal area
- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how...Seasonal workWork at officeFlexible hoursShift workDay shift
- Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry experience...
- ...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with...Work experience placementWork at officeFlexible hours
- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...
$81.6k - $122.4k
Job ID: 94067335120Posted: 2026-07-13Location: Miami, Florida, United StatesSalary: $81 600,00 - $122 400,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes...Full time- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...Work experience placementWork at office
- ...operational point of contact for affluent families and individuals Coordinate onboarding processes and maintain accurate documentation for client accounts Collaborate closely with internal advisory teams to execute daily administrative requests Assist in preparing...Work at officeFlexible hours
- ...the entire market more accessible, this is the place. About the Role This is the seller’s champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are not a ticket...Monday to Friday
- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Associate...Immediate start
$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- ...and institutional structure, we remain deeply committed to our entrepreneurial roots- valuing agility, creativity, and an unwavering client focus. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open...Work at officeLocal areaWork from homeWorldwide
- The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In this role, you will work directly with clients...Temporary workWork at office
- We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries...
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance, and excellent opportunities for career progression. The firm have plans for further expansion in 2026...
$16.75 per hour
...work and care about our teams, so we want to make sure we are clear on a few more basics that we expect: Accurately handle cash register operations Climb up and down ladders Scan, handle and move merchandise efficiently and safely, including frequently lifting...Hourly paySeasonal workMonday to FridayFlexible hoursNight shiftWeekend work- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$74.68k
...position Males born after 12/31/1959 must be registered with Selective Service Primary U.S.... ...of Law accredited by the American Bar Association and be an active member in good... ...provide legal support to or on behalf of CBP clients or to deliver training, in various...For contractorsInternshipWork at officeRelocationTrial periodRelocation package
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