Client Associate

3 weeks ago

Stamford, United States UBS Full time

Your role

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

Were 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

Youll be working in the Stamford Branch Office. Where you will play an important role on the team.

Your expertise

• ideally 1-3 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on business related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About us

UBS is the worlds 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 its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were 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.

  • Client Associate

    1 month ago

    Stamford, 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...

  • Client Associate

    1 week ago

    Stamford, 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...

  • Client Associate

    3 weeks ago

    Stamford, 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...

  • Client Associate

    4 days ago

    Stamford, 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...

  • Client Success Associate

    3 weeks ago

    Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology platform. Hybrid work...

  • Client Success Associate

    4 weeks ago

    Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate  Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology...

  • Client Success Associate

    2 months ago

    Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate  Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology...

  • Client Success Associate

    2 months ago

    Stamford, United States Fiduciary Technology Partners Full time

    Client Services Success Associate  Stamford based growing technology company looking to fill an immediate position within the Client Services team. Excellent opportunity for growth in organization with tenure. Gain experience working with and securing relationships with the expanding non-profit client base served through the technology...

  • Client Success Associate

    3 weeks ago

    Stamford, United States Realty Plans Full time

    Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is friendly, computer...

  • Client Service Associate

    2 weeks ago

    Stamford, United States Oppenheimer & Co. Full time

    Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Client Service Associate

    3 weeks ago

    Stamford, United States Oppenheimer & Co Full time

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Client Service Associate

    1 week ago

    Stamford, United States Oppenheimer & Co Full time

    Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...

  • Client Success Associate

    4 weeks ago

    Stamford, United States Realty Plans Full time

    Job DescriptionJob DescriptionJob SummaryWe are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal...

  • Client Success Associate

    4 weeks ago

    Stamford, United States Realty Plans Full time

    Job DescriptionJob DescriptionJob SummaryWe are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal...

  • Client Service Associate

    3 weeks ago

    Stamford, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...

  • Client Service Associate

    1 week ago

    Stamford, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...

  • Wealth Management Client Associate

    1 month ago

    Stamford, 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...

  • Wealth Management Client Associate

    1 week ago

    Stamford, 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...

  • Client Service Coordinator

    1 month ago

    Stamford, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ('CSC') drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Coordinator, Service, Hospital, Client, Animal Care, Retail, Skills

  • Tax Senior Associate

    3 weeks ago

    Stamford, United States CohnReznick Full time

    Tax Senior Associate - PCS [Private Client Services Group] Opportunity ID 7094 Department(s) 1 Tax Location(s) 1 Stamford 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...