Current jobs related to Client Associate - Miami, Florida - UBS

  • Client Support Associate

    1 week ago

    Miami, Florida, United States Insight Global Full time

    Client Support AssociateWe are seeking a Client Support Associate to join our team in Miami, FL. As a Client Support Associate, you will be responsible for providing exceptional customer service to our clients, helping them manage their business using our solutions.Key Responsibilities:Provide timely and effective support to clients via phone, email, and...

  • Client Service Associate

    2 days ago

    Miami, Florida, United States Banco de Credito e Inversiones Full time

    Job DescriptionAt Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.Key Responsibilities:Provide...

  • Client Services Associate

    1 week ago

    Miami, Florida, United States Citigroup Full time

    The Client Services Associate is a key role within Citigroup, responsible for providing high-level support to Securities Specialists. This includes monitoring money managers' performance, updating monthly reports, and maintaining relationships with clients. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office, and...

  • Client Services Associate

    7 days ago

    Miami, Florida, United States Citigroup, Inc. Full time

    Job SummaryThe Client Services Associate is a key role within Citigroup, Inc. that requires a developing professional to identify policy and apply specialty knowledge in monitoring and assessing processes and data. This role involves exchanging information in a concise and logical way, being sensitive to audience diversity, and having a high proficiency in...

  • Client Support Associate

    4 weeks ago

    Miami, Florida, United States Insight Global Full time

    Job DescriptionA client of Insight Global is seeking a Client Support Specialist to join their team in Miami, FL. The ideal candidate will have a strong background in customer service and a passion for delivering exceptional support to clients.Key Responsibilities:Provide top-notch support to clients, addressing their concerns and resolving issues in a...

  • Holiday Retail Support Associate

    3 days ago

    Miami, Florida, United States Recruiting Firm - Client Company Full time

    Job Title: Holiday Retail Support AssociateJob Summary: We are seeking a highly competent and proactive Sales and Stock Associate to join our team in a Contracted capacity. As a Sales and Stock Associate, you will be responsible for delivering outstanding one-on-one customer service, assisting the operations team in maintaining stockroom organization, and...

  • Client Services Associate

    4 weeks ago

    North Miami Beach, Florida, United States Safra National Bank Full time

    Job Title: Client Services AssociateSafra National Bank of New York is a leading private bank with a strong presence in the financial industry. We are seeking a highly skilled Client Services Associate to join our team.Job Summary:The Client Services Associate will be responsible for providing exceptional client service and support to our high net worth...

  • Senior Client Services Associate

    2 months ago

    Miami, Florida, United States University of Miami Full time

    Current Employees: If you are currently employed at the University of Miami, please log in to Workday to utilize the internal application process. For guidance on applying for faculty or staff positions through the Career worklet, please refer to the provided resources. The UHealth system at the University of Miami presents an exciting opportunity for a...

  • Client Support Associate

    3 days ago

    Miami, Florida, United States Insight Global Full time

    About the Role:A Client Support Specialist is needed to join the team at Insight Global in Miami, FL. The ideal candidate will have at least one year of experience in a customer service environment and strong written and verbal communication skills.Key Responsibilities:Provide exceptional client support and resolve payroll issues in a timely manner.Partner...

  • Private Wealth Client Associate

    3 days ago

    Miami, Florida, United States Bank of America Full time

    Job SummaryThis role is responsible for delivering exceptional client service to Financial Advisors and their clients at Bank of America. Key responsibilities include supporting strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on their specific needs.Key Responsibilities:Provide...

  • Private Wealth Client Associate

    1 month ago

    Miami, Florida, United States Bank of America Full time

    About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of client materials, and maintaining alignment with Bank of America's policies and procedures.Key ResponsibilitiesProvide personalized client service, educating clients on Bank of America's offerings and...

  • Private Wealth Client Associate

    4 weeks ago

    Miami, Florida, United States Bank of America Full time

    About the Role:This position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. The ideal candidate will be a bi-lingual individual with a strong understanding of client needs and a passion for delivering personalized solutions.Key Responsibilities:Provide timely and accurate client materials,...

  • Client Services Navigator

    6 days ago

    Miami, Florida, United States United Way Miami Full time

    Job DescriptionUnited Way Miami is seeking a Client Services Navigator to join our team. As a Client Services Navigator, you will act as a primary point of contact for clients, helping them access and navigate a range of services tailored to their circumstances.Key Responsibilities:Provide assistance and support to clients facing financial crises, helping to...

  • Dental Client Relations Specialist

    2 weeks ago

    Miami, Florida, United States Zahntechnique Full time

    Job Title: Dental Client Relations AssociateJob SummaryZahntechnique is a dedicated team of dental artists who are passionate about crafting smiles. We are seeking a highly organized and detail-oriented individual to join our team as a Dental Client Relations Associate.Key ResponsibilitiesOptimize client satisfaction by ensuring accurate scheduling and...

  • Tax Partner

    3 weeks ago

    Miami, Florida, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Partner to join our Private Client Services team in West Palm Beach. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, driving business growth, and mentoring junior staff.Key ResponsibilitiesPerform partner-level compliance review and tax...

  • Audit Senior Associate

    2 days ago

    Miami, Florida, United States KSDT CPA Full time

    Job Title: Audit Senior Associate Job Description: **Job Summary** We are seeking a highly motivated and experienced Audit Senior Associate to join our team at KSDT CPA. As a key member of our Assurance department, you will play a critical role in delivering high-quality audit services to our clients. **Responsibilities** * Instruct and oversee fellow...

  • Client Advisor

    6 days ago

    Miami, Florida, United States FERRAGAMO USA, Inc. Full time

    Empowering Your Talent and CreativityAt FERRAGAMO USA, Inc., we are seeking a skilled Client Advisor to join our team in Bal Harbour. As a Client Advisor, you will be responsible for providing exceptional customer service by creating emotionally enriched relationships with clients, developing and nurturing meaningful and loyal client relationships through...

  • Tax and Wealth Planning Client Service Specialist

    1 month ago

    Miami, Florida, United States Fox Rothschild Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Specialist to join our Tax and Wealth Planning team. As a key member of our Client Services Team, you will provide exceptional administrative support to our attorneys, ensuring seamless client interactions and efficient workflow management.Key ResponsibilitiesProvide superior...

  • Condominium Association Attorney

    1 month ago

    Miami, Florida, United States Jobot Full time

    Job OverviewWe are seeking a skilled Condominium Association Transactional Attorney to join our team at Jobot. As a key member of our real estate law practice, you will work closely with condominium developers, associations, and stakeholders to create, manage, and revise condominium documents.Key ResponsibilitiesDraft, review, and revise condominium...

  • Client Services Representative

    2 weeks ago

    North Miami Beach, Florida, United States Restoration Hardware Full time

    Client Services AssociateAt Restoration Hardware, we're looking for a skilled Client Services Associate to join our team. As a key member of our sales floor, you'll play a vital role in delivering exceptional customer experiences.Key Responsibilities:Assist clients in selecting and purchasing products that meet their needs and preferences.Provide...

Client Associate

3 months ago

Miami, Florida, United States UBS Full time

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.