Client Associate
3 weeks ago
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
* series 7 and 66 licenses, is preferred, but not necessary at the time of hire.
* ideally 3-5 years of experience in client service, within the finance sector
* ideally a college degree, focusing on finance/banking
* 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.
-
Client Associate/Registered Client Associate
4 weeks ago
Buffalo Grove, Illinois, United States Royal Bank of Canada Full timeCome Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...
-
Client Associate
4 weeks ago
Buffalo, New York, United States Royal Bank of Canada Full timeJob SummarySupports day-to-day banking activities by providing information and assistance to clients and internal organizations. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks.Job DescriptionAnswering basic inquiries and resolving routine problems regarding...
-
Senior Accountant, MAXIS
4 weeks ago
Buffalo, United States Freed Maxick Full timeFreed Maxick CPAs, P.C., a top 100 Firm in the U.S., has an immediate opportunity for a full-time Senior Accountant in our Buffalo office. Freed Maxick is one of the largest Accounting firms in Western New York, and a Top 50 Firm as ranked by Vault. We’re looking for an experienced, hands-on Senior Accountant to join our newly launched MAXIS team. The...
-
Operations Associate
4 weeks ago
Buffalo, United States VIA VISUALLY IMPAIRED ADVANCEMENT Full timeJob DescriptionJob DescriptionEmployment OpportunityOperations AssociateJob Description:VIA Visually Impaired Advancement is seeking a full time Operations Associate to work 37.5 hours per week.Under the direction of the Vice President of Vision Rehabilitation, this position is primarily responsible for providing a broad range of functions inclusive of...
-
Associate Family Law Attorney
2 weeks ago
Buffalo, United States GABRIELE LAW PLLC Full timeCompany DescriptionBoutique matrimonial and family law litigation firm.Role DescriptionThis is a full-time on-site role for an Associate Family Law Attorney located in Buffalo, NY. The Associate Family Law Attorney will be responsible for providing legal advice and representation for clients regarding family law matters. The Associate Family Law Attorney...
-
Associate Family Law Attorney
2 weeks ago
Buffalo, United States GABRIELE LAW PLLC Full timeCompany DescriptionBoutique matrimonial and family law litigation firm.Role DescriptionThis is a full-time on-site role for an Associate Family Law Attorney located in Buffalo, NY. The Associate Family Law Attorney will be responsible for providing legal advice and representation for clients regarding family law matters. The Associate Family Law Attorney...
-
Associate Family Law Attorney
7 days ago
Buffalo, United States GABRIELE LAW PLLC Full timeCompany DescriptionBoutique matrimonial and family law litigation firm.Role DescriptionThis is a full-time on-site role for an Associate Family Law Attorney located in Buffalo, NY. The Associate Family Law Attorney will be responsible for providing legal advice and representation for clients regarding family law matters. The Associate Family Law Attorney...
-
Accounting Associate
3 weeks ago
Buffalo, United States Community Foundation for Greater Buffalo Full timeJob DescriptionJob DescriptionACCOUNTING ASSOCIATEThe Community Foundation for Greater Buffalo is seeking to hire an Accounting Associate.POSITION SUMMARYThe Community Foundation is seeking an experienced accounting professional that is enthusiastic and dedicated to helping the Foundation accomplish its mission by using effective practices to prepare and...
-
Tax Experienced Associate
2 weeks ago
Buffalo, United States Green Hasson & Janks LLP Full timeWHY we get up in the morning At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. WHAT we believe We believe that collaboration is the foundation for success. We work as a business advocate for our clients - providing personalized service and building long-term relationships to help position...
-
Associate Attorney
1 week ago
Buffalo, United States Stealth Full timeWe are seeking a talented Litigation Associate to join our dynamic legal team in Buffalo, New York. As a mid-sized law firm with offices across Upstate and Downstate New York, we offer a collaborative and supportive work environment where professionals can thrive and grow in their careers.Responsibilities:Handle a diverse caseload of litigation matters,...
-
Associate Attorney
1 month ago
Buffalo, United States Stealth Full timeWe are seeking a talented Litigation Associate to join our dynamic legal team in Buffalo, New York. As a mid-sized law firm with offices across Upstate and Downstate New York, we offer a collaborative and supportive work environment where professionals can thrive and grow in their careers.Responsibilities:Handle a diverse caseload of litigation matters,...
-
Associate Attorney
4 weeks ago
Buffalo, United States Stealth Full timeWe are seeking a talented Litigation Associate to join our dynamic legal team in Buffalo, New York. As a mid-sized law firm with offices across Upstate and Downstate New York, we offer a collaborative and supportive work environment where professionals can thrive and grow in their careers.Responsibilities:Handle a diverse caseload of litigation matters,...
-
Customer Service Associate I
4 weeks ago
Buffalo, United States 43North Full timeTo apply for this job **email your details to** nscheib@crst.com **Customer Service Associate I** EMPLOYMENT **Full Time** COMPANY ** **CRST The Transportation Solution, Inc.**** LOCATION **** WEBSITE **** ABOUT CRST The Transportation Solution, Inc. is Delivering Promises and Driving Success to Ensure Everyone Has Whats Needed to Live and Thrive. Today,...
-
REMOTE Sales Associate
2 days ago
Buffalo, United States Magical Destinations Travel Full timeJoin Our Team at Magical Destinations Travel Your Gateway to a Rewarding Career in Travel! Are you passionate about your clients and delivering outstanding customer service? Magical Destinations Travel is on the lookout for a Remote Sales Associate Representative to enhance our dedicated team. We pride ourselves on creating a professional, supportive, and...
-
Pharm Cust Serv Associate
2 weeks ago
Buffalo, United States Res-Care, Inc. Full timeOur Company PharMerica Overview The Pharmacy Customer Service Associate reports to the Pharmacy Director and will be onsite at a client facility. The PSCA will assist the PD in maintaining strong relationships between our clients and our pharmacies. This position is critical in delivering exceptional service to senior living communities, skilled nursing...
-
Inside Sales Associate
4 days ago
Buffalo, United States Newbury Franklin Industrials Full timeJob DescriptionJob DescriptionJob Summary:We're seeking a proactive Inside Sales Associate to drive our customer service and inside sales efforts, ensuring exceptional customer satisfaction and rapid response times. In this role, you'll be instrumental in surpassing our weekly and monthly sales targets by forging connections with both new and...
-
Cancer Prevention Associate I
3 weeks ago
Buffalo, United States Roswell Park Comprehensive Cancer Center Full timeSummary: This part-time call center coach for the Smokers Quitline is a benefitted position located at Roswell Park. Provides consultation and coaching to callers who are trying to stop smoking. Responds to stop smoking inquiries from the general public on the telephone and via webchat. Follows a scripted, client intake process to provide support and...
-
Warehouse Associate
3 days ago
Buffalo, United States Remedy Intelligent Staffing Full timeJob DescriptionJob DescriptionRemedy is thrilled to be working with an impactful global manufacturer as they look to welcome a dedicated Warehouse Associate to their team. This Warehouse Associate will be tasked with fulfilling orders, supporting inventory management and shipping/receiving. Check out more great details below!Job Title: Internally known as a...
-
Associate Financial Advisor
1 week ago
Buffalo Grove, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor's goal is to learn and integrate key business-building...
-
Sales Associate
2 weeks ago
Buffalo, United States Groupe Dynamite Full time** Sales Associate - Garage Clothing Store in Walden Galleria Mall** **Job Category****:** Sales Operations & LP **Requisition Number****:** SALES006616 Showing 1 location **Job Details** **Description** Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of *Montreal's Top...