Client Associate
1 week ago
United States - Arizona Business management, administration and support Global Wealth Management Job Reference 294274BR City Phoenix Job Type 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 You'll be working in The Schultz Group in Phoenix, AZ location. Your expertise series 7 and 66 licenses (for registered CSAs only) ideally 3-5 years of experience in client service, within the finance sector bachelor degree preferred 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. How we hire We may request you to complete one or more assessments during the application process. Learn more 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 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.
-
Private Client Associate
2 months ago
Phoenix, United States Lafferty Private Client Group Full timeJob DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusiveculture where team members are valued.The Private Client Associate position provides an opportunity for career development in...
-
Private Client Associate
3 weeks ago
Phoenix, United States Lafferty Private Client Group Full timeJob DescriptionJob DescriptionDescription:Lafferty Private Client Group prides itself in fostering a fun, professional work environment.Our team strives for excellence, to exceed client expectations, and to perpetuate an inclusiveculture where team members are valued.The Private Client Associate position provides an opportunity for career development in...
-
Client Associate
7 days ago
Phoenix, Arizona, United States UBS Full timeJob Title: Client Associate at UBSAre you dedicated to providing exceptional service and taking care of people? If so, we have an exciting opportunity for you to join our team as a Client Associate.Responsibilities:Keep management systems updated with client informationEducate clients on account services and capabilitiesAssist in preparing reports and...
-
Client Associate
2 months ago
Phoenix, United States UBS Full timeYour 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
2 months ago
Phoenix, United States UBS Full timeYour 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
Phoenix, United States UBS Full timeYour 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
Phoenix, United States UBS Full timeYour 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 month ago
Phoenix, United States UBS Full timeYour 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
Phoenix, United States UBS Full timeYour 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...
-
Associate Client Advocate
1 week ago
Phoenix, United States WTW Full timeThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...
-
Associate Client Advocate
1 month ago
Phoenix, United States WTW inc. Full timeThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...
-
Client Associate
3 weeks ago
Phoenix, United States UBS Full timeUnited States - Arizona - Business management, administration and support - Global Wealth Management **Job Reference #** - 295549BR **City** - Phoenix **Job Type** - 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...
-
Associate Client Advocate
4 weeks ago
Phoenix, United States WTW Full timeThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. The...
-
Senior Client Associate
2 months ago
Phoenix, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior 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...
-
Senior Client Associate
3 weeks ago
Phoenix, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior 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...
-
Client Service Associate
2 days ago
Phoenix, United States Jackson Hewitt Full timeBenefits: Employee discounts Flexible schedule Training & development Hiring at several locations. This position is seasonal. We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join...
-
Client Relations Associate
3 weeks ago
Phoenix, United States Inspired Healthcare Capital Full timeWe are looking for a Client Relations Associate to join our growing team! You will serve as the face of our company to support and educate our investment advisors. Some of what you'll be doing: Support financial advisors by identifying and rectifying issues that are not in good order (NIGO) Partner with accommodator to register and process funds Issue client...
-
Registered Client Associate
1 week ago
Phoenix, United States UBS Full timeUnited States - Arizona - Business management, administration and support - Global Wealth Management **Job Reference #** - 294273BR **City** - Phoenix **Job Type** - Full Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Registered Client Associate to: - keep management systems up-to-date...
-
Client Service Associate
2 months ago
Phoenix, United States Priority Financial Group Full timeThe Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients. Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating...
-
Client Service Associate Remote
2 weeks ago
Phoenix, United States Priority Financial Group Full timeThe Client Service Associate provides support and assistance to financial advisors. This job is a mixture of client service and operations and involves supporting financial advisors to provide excellent service to them and their clients. Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating...
