Client Associate
4 weeks ago
Client Associate
United States - Florida
Business management, administration and support
Global Wealth Management
Job Reference #
299127BR
City
Miami
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a 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 activities
Your team
You will be working as part of a Financial Advisor team in the Miami office.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 5+ years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS 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.
-
Client Associate
4 days ago
Miami, Florida, United States Amerantbank Full timeJob DescriptionAmerantbank is seeking a highly skilled Client Associate to join our team. As a Client Associate, you will play a critical role in providing exceptional customer service and support to our Wealth Management Advisors.Key Responsibilities:Customer Service: Provide timely and effective support to customers, responding to their inquiries and...
-
Client Relations Associate
1 month ago
Miami, United States Prime Time Executives Full timeJob DescriptionJob DescriptionAt Prime Time Executives, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...
-
Client Associate
4 weeks ago
Miami, Florida, United States UBS Full timeClient AssociateUnited States - Florida Business management, administration and support Global Wealth Management Job Reference # 299127BR City Miami Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people?We're looking for a Client Associate to:• keep management systems up-to-date with client...
-
Client Relations Associate
2 weeks ago
Miami, Florida, United States Bright Bridge Group Full timeJoin Our Team as a Customer Care AssociateBright Bridge Group is seeking a committed and approachable Customer Care Associate to become a vital part of our team. In this position, you will act as the main contact for our clients, addressing their inquiries and delivering solutions to enhance their overall experience. If you have a passion for assisting...
-
Client Relations Associate
14 hours ago
Miami, Florida, United States Miami Veterinary Specialists Full timeClient Relations AssociateWe are looking for a Client Relations Associate with a minimum of two years of relevant experience to become a part of our dedicated team. Opportunities for both Full-time and Part-time roles are available.Key Responsibilities:Coordinate and confirm client appointmentsManage client check-in and check-out processesDeliver exceptional...
-
Client Services Associate
1 week ago
Miami, United States Creand Wealth Management (beta Capital) Full timeAbout the Company: Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...
-
Client Relations Associate
2 weeks ago
Miami, Florida, United States Mac Papers and Packaging Full timePosition: Client Relations AssociateCompany: Mac Papers + PackagingA Client Relations Associate is integral to delivering outstanding service and support to our clientele. The key duties of this role encompass:Recognizing and fulfilling customer requirements to surpass their expectationsDelivering precise and comprehensive information to clientsEstablishing...
-
Client Services Associate
3 weeks ago
Miami, United States Creand Wealth Management (Beta Capital) Full timeAbout the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...
-
Client Services Associate
1 week ago
miami, United States Creand Wealth Management (Beta Capital) Full timeAbout the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...
-
Client Services Associate
3 weeks ago
Miami, United States Creand Wealth Management (Beta Capital) Full timeAbout the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...
-
Client Relationship Associate
2 weeks ago
Miami, United States Citigroup Inc Full timeThe Senior Associate Banker is a highly experienced professional role. This position requires extensive disciplinary knowledge, contributing to the formulation of innovative techniques and enhancing processes and workflows within the function. It integrates subject matter expertise and industry knowledge within a specified area. A profound understanding of...
-
Client Services Associate
2 days ago
Miami, United States Citigroup Inc Full timeJob SummaryThe Client Services Associate is a key role within Citigroup Inc., responsible for providing exceptional support to clients and internal stakeholders. This position requires a strong understanding of financial markets, products, and services, as well as excellent communication and organizational skills.Key ResponsibilitiesMonitor and analyze...
-
Client Associate
3 weeks ago
Miami, United States Amerantbank Full timeJob DescriptionJob DescriptionThe Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to WMA (IC or RM)...
-
Client Relations Associate
3 months ago
Miami Lakes, United States Prime Time Executives Full timeJob DescriptionJob DescriptionAt Prime Time Executives, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...
-
Client Relations Associate
3 weeks ago
Miami, United States Alex Hanna Law Full timeAlex Hanna Law is currently seeking a Client Relations Associate to join our team of professionals in Miami, FL. Job Summary: This position is primarily responsible for the customer service and satisfaction as well as sales. Job Responsibilities: Applies sales techniques to offer service in every call. (inbound/outbound). Identifies and assess clients’...
-
Client Relations Associate
3 weeks ago
Miami, United States Alex Hanna Law Full timeAlex Hanna Law is currently seeking a Client Relations Associate to join our team of professionals in Miami, FL.Job Summary: This position is primarily responsible for the customer service and satisfaction as well as sales.Job Responsibilities:Applies sales techniques to offer service in every call. (inbound/outbound).Identifies and assess clients’ needs...
-
Client Relations Associate
1 week ago
miami, United States Alex Hanna Law Full timeAlex Hanna Law is currently seeking a Client Relations Associate to join our team of professionals in Miami, FL.Job Summary: This position is primarily responsible for the customer service and satisfaction as well as sales.Job Responsibilities:Applies sales techniques to offer service in every call. (inbound/outbound).Identifies and assess clients’ needs...
-
Client Relations Associate
3 weeks ago
Miami, United States Alex Hanna Law Full timeAlex Hanna Law is currently seeking a Client Relations Associate to join our team of professionals in Miami, FL.Job Summary: This position is primarily responsible for the customer service and satisfaction as well as sales.Job Responsibilities:Applies sales techniques to offer service in every call. (inbound/outbound).Identifies and assess clients’ needs...
-
Client Service Associate
5 days ago
Miami, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co.Oppenheimer & Co. is a leading middle-market investment bank and full-service broker-dealer with a rich history dating back to 1881. Our company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed...
-
Private Client Associate
3 months ago
Miami, United States 5 Legal Full timeJob DescriptionJob DescriptionA 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. Domestic and international tax planning (including estate, gift, generation-skipping transfer, and...