We have other current jobs related to this field that you can find below

  • Client Support Associate

    3 days ago

    Austin, Texas, United States Domino's Franchise Full time

    Position OverviewJob Role: Client Support AssociateCompany Overview: Domino's Franchise is a rapidly expanding organization that prioritizes its employees and offers pathways for professional development.Position Summary: We are in search of client support associates who possess outstanding communication skills and a friendly demeanor. Whether you are...

  • Client Success Associate

    2 days ago

    Austin, Texas, United States GLG Full time

    Role of the Client Success Associate:The Client Success Associate is integral to delivering outstanding support and fostering relationships with GLG Network Members. This position involves proactive engagement with members through various outreach initiatives, aimed at enhancing their overall experience and satisfaction.Key Responsibilities:Provide...

  • Client Services Associate

    4 weeks ago

    Austin, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...

  • Client Support Associate

    3 days ago

    Austin, Texas, United States Domino's Pizza LLC Full time

    Join our team at Domino's Pizza LLC as a Client Support Associate, where your interpersonal skills will shine.As a vital member of our customer engagement team, you will:Experience numerous pathways for professional advancement within the organization.Have the potential to progress into leadership positions.Explore dynamic career opportunities that extend...

  • Client Success Associate

    3 weeks ago

    Austin, Texas, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Client Success Associate

    2 weeks ago

    Austin, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • Private Client Relationship Associate

    3 weeks ago

    Austin, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Associate

    1 week ago

    Austin, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Tax Senior Associate | Private Client

    3 months ago

    Austin, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help...

  • Tax Senior Associate | Private Client

    1 day ago

    Austin, United States FORVIS Full time

    Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help...

  • Client Success Associate

    4 weeks ago

    Austin, United States Arrive Logistics Full time

    Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 billion in annual revenue with plans to grow significantly year over year. Our success is a testament to our remarkable team and what we’re building together. We’re committed to providing employees with a meaningful work experience and...

  • Client Success Associate

    2 months ago

    Austin, United States Rival Inc Full time

    Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 billion in annual revenue with plans to grow significantly year over year. Our success is a testament to our remarkable team and what we’re building together. We’re committed to providing employees with a meaningful work experience and...

  • Client Service Financial Associate

    2 days ago

    Austin, Texas, United States Kestra Financial Independent Advisor Full time

    We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...

  • Client Relations Associate

    3 days ago

    Austin, Texas, United States Shift Robotics Full time

    Position OverviewAs a Client Relations Associate at Shift Robotics, you will be instrumental in delivering outstanding service and support to our clientele regarding all inquiries and requirements related to our offerings. Key ResponsibilitiesThis diverse role encompasses: Addressing client inquiries and providing solutions through various communication...

  • Client Success Associate

    3 months ago

    Austin, United States Arrive Logistics Full time

    Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 billion in annual revenue with plans to grow significantly year over year. Our success is a testament to our remarkable team and what we're building together. We're committed to providing employees with a meaningful work experience and have...

  • Client Solutions Associate

    1 month ago

    Austin, United States GLG Full time

    We are seeking recent graduates who have a strong passion for client service to join GLG as an Associate in our Austin office. Associates are the engine behind GLG's Insight Network - the world's largest and most varied source of first-hand expertise. The Associate role is fast paced and communication intensive. Associates help drive GLG's business forward...

  • Client Success Associate

    4 weeks ago

    Austin, United States Arrive Logistics Full time

    Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 billion in annual revenue with plans to grow significantly year over year. Our success is a testament to our remarkable team and what we're building together. We're committed to providing employees with a meaningful work experience and have...

  • Client Success Associate

    2 months ago

    Austin, United States Tackle Ai Full time

    Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 billion in annual revenue with plans to grow significantly year over year. Our success is a testament to our remarkable team and what we’re building together. We’re committed to providing employees with a meaningful work experience and...

  • Client Services Associate II

    3 days ago

    Austin, Texas, United States National Western Full time

    Position OverviewAs a Client Services Representative II, you will operate under limited supervision, addressing inquiries from policyholders and agents with professionalism and efficiency.Key Responsibilities- Process updates for beneficiary changes, address modifications, and requests for forms into the database.- Manage policy provisions, alterations,...

  • Client Solutions Associate

    1 month ago

    Austin, United States GLG Full time

    We are seeking recent graduates who have a strong passion for client service to join GLG's healthcare-focused teams as an Associate in our Austin office. Associates are the engine behind GLG's Insight Network - the world's largest and most varied source of first-hand expertise. The Associate role is fast paced and communication intensive. Associates help...

Client Associate

3 months ago

Austin, United States UBS Full time

Your role

* provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
* onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
* input orders at the direction of clients and/or Financial Advisor
* perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
* support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

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 3-5 years of experience in the financial industry
* series 7 and 66 (or willing to obtain)
* proven written and verbal communication skills
* independent, motivated, proactive and focused to take action
* passionate about the client experience, with strong interpersonal skills
* self-starter who is comfortable managing complex and evolving situations

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.