Client Associate

4 weeks ago


Denver, United States CareerBuilder Full time

Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Part Time 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'll be working with the Montage Financial Group team in Denver. We are a private wealth team providing a high level of service to our clientele. As a client service associate, you'll play an important role in providing account management services.

"Applications for this role can be submitted until March 15th, 2024".

Your expertise

ideally 2 years of experience in client service, within the finance sector bachelor's degree is a plus 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.

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.
#J-18808-Ljbffr



  • Denver, United States Paideia Management Full time

    At Paideia Management, 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 improved the quality of our client...


  • Denver, United States Paideia Management Full time

    At Paideia Management, 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 improved the quality of our client...


  • Denver, United States Paideia Management Full time

    Job DescriptionJob DescriptionAt Paideia Management, 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...


  • Denver, United States Paideia Management Full time

    Job DescriptionJob DescriptionAt Paideia Management, 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

    2 weeks ago


    Denver, 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 Part Time 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...


  • Denver, United States World Wide Events Ltd. Full time

    We specialize in creating engaging sales experiences aimed at generating revenue for our clients. We are on a mission to redefine what it means to be a premier sales and support firm, one empathetic interaction at a time. If you're enthusiastic, goal-oriented, and have a passion for helping businesses grow, we want you on our team! As a Client Support...


  • Denver, United States Envestnet Full time

    Envestnet is seeking a passionate and talented Client Billing Associate to join our Finance team. This position is expected to report to our Denver, CO office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and...

  • Sales Executive

    2 days ago


    Denver, United States Associate Staffing Full time

    Sales Executive (Hybrid) Associate Staffing: Denver, CO 80210 Are you on the hunt for the next step in your career? Come join us at Associate Staffing. We are looking to add a Sales Executive to our fastest growing team. This person will be joining an existing team with established relationships. How do you know if this is for you? You have experience in...

  • Sales Executive

    2 weeks ago


    Denver, United States Associate Staffing Full time

    Sales Executive (Hybrid) Associate Staffing: Denver, CO 80210 Are you on the hunt for the next step in your career? Come join us at Associate Staffing. We are looking to add a Sales Executive to our fastest growing team. This person will be joining an existing team with established relationships. How do you know if this is for you? You have experience in...

  • Sales Executive

    4 weeks ago


    Denver, United States Associate Staffing Full time

    Looking for an exciting opportunity to advance your sales career? Come join our dynamic team at Associate Staffing as a Sales Executive! As one of the fastest-growing staffing companies, we're seeking a self-motivated and passionate sales professional to help us expand our business.How do you know if this is for you?You have experience in...


  • Denver, United States U.S. Bancorp Full time

    This is a client-facing role that supports one or more senior relationship managers in addition to general operational responsibilities. The primary purpose of this position is to ensure a seamless and integrated service experience for the ultra high Client Advisor, Director, Associate, Relationship Manager, Advisor, Operations, Banking


  • Denver, United States Prestige Staffing Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...


  • Denver, United States Prestige Staffing, Inc. Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...


  • Denver, United States Prestige Staffing, Inc. Full time

    Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by...


  • Denver, United States Raymond James Financial Services Full time

    Job Description - Registered Client Service Associate-Scottsdale, AZ (2400874) Job Description Registered Client Service Associate-Scottsdale, AZ - 2400874 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client...

  • Associate Ombudsman

    1 week ago


    Denver County, United States State of Colorado Full time

    We are looking for a person who values public services and has a strong desire to help meet the needs of CPO clients. The qualified applicant must be passionate about providing quality customer service to all clients and serving as a leader in the ch Client Service, Analyst, Associate, Client, Retail


  • Denver, United States Vectra Bank Full time

    At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, play and work here. Recently recognized as one of the Denver Posts Top Workplaces for 2022. Vectra Bank Colorado of Client Service, Teller, Associate, Customer Service, Retail, Client


  • Denver, 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...


  • Denver, United States New Denver Sales Firm Hiring! Full time

    Our firm is seeking a full-time Client / Business Development Associate looking for a career that offers constant coaching, development, and long-term growth. The Client / Business Development Associate will execute field sales and business development campaigns to further our client's growth and acquisition targets. The Client / Business Development...


  • Denver, United States New Denver Sales Firm Hiring! Full time

    Our firm is seeking a full-time Client / Business Development Associate looking for a career that offers constant coaching, development, and long-term growth. The Client / Business Development Associate will execute field sales and business development campaigns to further our client's growth and acquisition targets. The Client / Business Development...