Client Associate
4 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
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.
Your expertise
• ideally 2 years of experience in client service, within the finance sector
• bachelor's degree 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
-
Client Billing Associate
2 months ago
Denver, United States Envestnet Full timeDescription 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,...
-
Client Service Associate
4 weeks ago
Denver, United States HUB International Full timeHUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employe Client Service, Associate, Service, Microsoft, Project Management, Client Support, Retail
-
Senior Registered Client Associate
7 days ago
Denver, United States WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .In this role you will:Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to...
-
Client Service Associate Lead
2 months ago
Denver, United States Prestige Staffing Full timeStable 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...
-
Client Service Associate Lead
2 months ago
Denver, United States Prestige Staffing, Inc. Full timeStable 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...
-
Client Service Associate Lead
2 months ago
Denver, United States Prestige Staffing, Inc. Full timeStable 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...
-
Client Service Associate Lead
1 month ago
Denver, United States Prestige Staffing Full timeStable 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...
-
Client Service Associate-Denver, CO
7 days ago
Denver, United States Raymond James Financial Services Full timeJob Description - Client Service Associate-Denver, CO (2401854) Job Description 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 Client Service Associate who is a motivated, detail oriented and creative problem solver to...
-
Client Service Associate Lead
2 days ago
Denver, United States Prestige Staffing, Inc. Full timeStable Family Office (Financial Services) 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...
-
Client Service Associate Lead
3 days ago
Denver, United States Prestige Staffing, Inc. Full timeStable Family Office (Financial Services) 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...
-
Registered Client Service Associate
1 week ago
Denver, United States Threadneedle group Full timeDo you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client...
-
Registered Client Service Associate-Scottsdale, AZ
2 months ago
Denver, United States Raymond James Financial Services Full timeJob 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...
-
Customer Service Representative
12 hours ago
Denver, United States Associate Staffing Full time**Job Summary:** We are seeking a Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service, handling inquiries, resolving issues, and ensuring customer satisfaction. **Duties:** - Answer incoming customer calls promptly and professionally - Assist customers with product information,...
-
Client Service Associate
6 days ago
Denver, United States BankTalent HQ Full timeAt 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 offers our customers, and our employees, the best of both worlds: a broad reach and depth of financial...
-
Associate Director, Private Wealth Client Services
2 months ago
Denver, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Associate Director, Private Wealth Client Services
2 months ago
Denver, United States Cresset Full timeAbout CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory,...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...