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 Penniman team in the Plymouth UBS office. Where you will play an important role on the team.
Your expertise
- obtainment of series 7 and 66 licenses will be required
- ideally 2-5 years of experience in client service, within the finance sector
- bachelor degree preferred , focusing on related field.
- 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?
Internal Medicine - Associate Program Director Opportunity
Mary Mercy Hospital have an excellent full-time opportunity for an experienced Internal Medicine physician to serve as the Associate Program Director and Faculty for the Internal Medicine Residency Program located in Livonia, Michigan. The Associate Program Director (APD) role is 0. Specific Respons...
Client Service Associate
This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level administrative service for the firm's high net-worth clients. Assist with the onboarding process of new clients by creating and maintaining accurate client records (e. Assi...
Associate Client Executive II, Tax Mid-Market (SUREPREP)
In this opportunity as Associate Client Executive, you will: . You are a fit for the role of Associate Client Executive if your background includes: . Minimum 3 years direct client contact in either inside or outside sales. ...
Registered Client Service Associate- Birmingham, MI
Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes•...
Client Service Associate Livonia Mid December to April 15 (Not Remote)
Respond efficiently and accurately to client inquiries, explain possible solutions, and ensure that clients feel supported and valued. At Jackson Hewitt, and its independently owned and operated franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and pr...
Client Service Associate- Holland, MI
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...
Wealth Management Client Associate
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for providin...
Client Service Associate - (Eastern or Central Time Zone)
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork...
Registered Client Service Associate
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...
Client Service Associate- Ann Arbor, MI
We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering result...