ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Russell Tobin
Memphis, TN, United States
Marketing Client Associate We are currently seeking a dedicated Marketing Client Associate to join our team in Memphis, TN. The ideal candidate will be responsible for maintaining client management systems, educating clients on account services, assisting with the preparation of reports and materials for client meetings, and coordinating team marke
Job Source: Russell TobinRVW Wealth LLC
Germantown, TN, United States
Job DescriptionJob Description Client Services Associate – Wealth Management - Memphis, TN (If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process) Summary: Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is
Job Source: RVW Wealth LLCRVW Wealth LLC
Memphis, TN, United States
Job DescriptionJob Description Client Services Associate – Wealth Management - Memphis, TN (If you are qualified for the position, we will require you to take an assessment in order to move forward in the hiring process) Summary: Join our rapidly expanding and dynamic Registered Investment Advisor (RIA) firm. We are seeking an individual who is
Job Source: RVW Wealth LLCCapgemini
Memphis, TN, United States
Who are we? Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of 360,000 team members i
Job Source: CapgeminiTruist
Memphis
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check s
Job Source: TruistTruist Inc
Memphis, TN, United States
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check sta
Job Source: Truist IncTalbots
Germantown, TN, United States
Job Number: 21408 Position Title: Client Specialist External Description: What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additiona
Job Source: TalbotsAllied Universal®
Memphis
Job Description Job Description Overview Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we s
Job Source: Allied Universal®Memphis, TN, United States
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 a Financial Team in Memphis, TN
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], focusing on finance
• 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.
Client Associate jobs in Memphis, TN, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.