Client Associate

3 weeks ago


Hartford, United States UBS 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

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?

Your expertise

* ideally 1 year of experience in client service, within the finance sector
* 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.



  • West Hartford, United States GG & E Wealth Management Advisors Full time

    Job Description Job Description Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match. Client Service Support Set up Annual Review appointments for both insurance and investment clients Arrange ZOOM meetings Manage the...


  • West Hartford, United States GG & E Wealth Management Advisors Full time

    Job Description Job Description Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match. Client Service Support Set up Annual Review appointments for both insurance and investment clients Arrange ZOOM meetings Manage the...


  • Hartford, United States CohnReznick Full time

    Tax Senior Associate - PCS [Private Client Services] Opportunity ID 7088 Department(s) 1 Tax Location(s) 1 Hartford Function 1 Tax As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and...


  • Hartford, United States Andersen Tax Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...


  • Hartford, United States CohnReznick Full time

    Opportunity ID 7088 Department(s) Tax Location(s) Hartford Function Tax Job description As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We...

  • Senior Tax Associate

    14 hours ago


    Hartford, United States Andersen Tax Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...


  • Hartford, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Hartford, Connecticut, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Hartford, United States Andersen Full time

    Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...


  • West Hartford, United States GG&E Wealth Management Advisors Full time

    Job DescriptionJob DescriptionLocal financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.Client Service SupportSet up Annual Review appointments for both insurance and investment clientsArrange ZOOM meetingsManage the...

  • Surety Client Manager

    3 weeks ago


    Hartford, United States Willis Towers Watson Full time

    The Surety Client Manager performs the essential functions related to the servicing and retention of commercial surety accounts. These associates are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for WTW clients and prospects....

  • Surety Client Manager

    3 weeks ago


    Hartford, United States Willis Towers Watson Full time

    The Surety Client Manager performs the essential functions related to the servicing and retention of commercial surety accounts. These associates are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for WTW clients and prospects....


  • Hartford, United States Willis Towers Watson Full time

    Assistant Client Services Specialists Surety are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. If youre looking to work with a great team of exceptional Property & Casualty...


  • Hartford, United States Willis Towers Watson Full time

    Assistant Client Services Specialists – Surety are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. If you’re looking to work with a great team of exceptional Property & Casualty...

  • Client Specialist

    5 days ago


    Hartford, United States Talbots Full time

    Job Number: 21771 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...


  • Hartford, United States Lifeworks Services Full time

    Client Service Manager page is loaded **Client Service Manager** **Client Service Manager** locationsHartford, Connecticut, USA time typeFull time posted onPosted Today job requisition idR-2823 **Build a meaningful career** At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to peoples...


  • Hartford, United States Entry Point Communications LLC Full time

    Job Description Job Description We are a digital marketing company that influences brand attitudes and product purchase decisions in neighborhood grocery stores, the modern medieval town square where people congregate weekly to buy their food, a necessity of life. We invented a “check in” kiosk—where shoppers simply identify themselves (scan their...


  • West Hartford, United States VCA Antech, Inc. Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable...


  • West Hartford, United States VCA Animal Hospitals Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...


  • Hartford, United States FIG Talent Solutions Full time

    JOIN OUR TEAM TODAY!One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT office.YOUR ROLE:The Associate Advisor’s primary focus is to free the lead advisor to focus on new business and maintaining only the most complete and highest value client relationships. The Associate Advisor will conduct financial...