The key tasks of your job as a Client Service Associate/Registered Client Service Associate include ... Relationship Management Educate clients on account services and capabilities (e.g., how to read ...
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include ... Relationship Management Educate clients on account services and capabilities (e.g., how to read ...
Account Service Manager Sr
Atlanta, GA · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Sr Account Service Manager Sr Location: Hybrid1 ... This role requires associates be in the office 1-2 days per week, fostering collaboration and ...
Account Service Manager Sr
Atlanta, GA · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Sr Account Service Manager Sr Location: Hybrid1 ... This role requires associates be in the office 1-2 days per week, fostering collaboration and ...
Account Service Manager/Sr
Atlanta, GA · On-site
$69K - $103K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager/Sr Account Service Manager Location ... This role requires associates to be in-office1 - 2days per week, fostering collaboration and ...
Account Service Manager/Sr
Atlanta, GA · On-site
$69K - $103K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager/Sr Account Service Manager Location ... This role requires associates to be in-office1 - 2days per week, fostering collaboration and ...
Account Service Manager/Sr
$69K - $103K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Location ... This role requires associates to be in-office1 - 2days per week, fostering collaboration and ...
Account Service Manager/Sr
$69K - $103K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Location ... This role requires associates to be in-office1 - 2days per week, fostering collaboration and ...
Account Service Manager Sr
Atlanta, GA · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Sr Location: Hybrid1 ... This role requires associates be in the office 1-2 days per week, fostering collaboration and ...
Account Service Manager Sr
Atlanta, GA · Hybrid
Medical
Dental
Vision
Life
Retirement
PTO
Account Service Manager Sr Location: Hybrid1 ... This role requires associates be in the office 1-2 days per week, fostering collaboration and ...
Customer Account Service Representative
$15.50 - $21/hr
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Customer Account Service Representative
$15.50 - $21/hr
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Customer Account Service Representative
Atlanta, GA · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Life
Retirement
PTO
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Customer Account Service Representative
Atlanta, GA · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Life
Retirement
PTO
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Customer Account Service Representative
Atlanta, GA · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Life
Retirement
PTO
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Customer Account Service Representative
Atlanta, GA · On-site
$15.50 - $21/hr
Medical
Dental
Vision
Life
Retirement
PTO
Customer Account Service Representative: Job Summary: We are seeking a dedicated and enthusiastic ... Associate or bachelor's degree from an accredited educational institution or equivalent work ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and ... Provides all client service support including account applications, custodial paperwork, investment ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and ... Provides all client service support including account applications, custodial paperwork, investment ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Provides all client service support including account applications, custodial paperwork, investment ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Provides all client service support including account applications, custodial paperwork, investment ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Provides all client service support including account applications, custodial paperwork, investment ...
Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Medical
Dental
Vision
Retirement
PTO
The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... Provides all client service support including account applications, custodial paperwork, investment ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Onboard and maintain client accounts, including collecting client information and required ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... Onboard and maintain client accounts, including collecting client information and required ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate
Atlanta, GA · On-site
$33K - $88K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Registered Client Service Associate Registered Client Service Associates provide exceptional ... MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting ...
Account Service Associate information
See Tucker, GA salary details
$4.98 - $6.77
0% of jobs
$6.77 - $8.56
0% of jobs
$8.56 - $10.35
0% of jobs
$10.35 - $12.15
0% of jobs
$12.15 - $13.94
3% of jobs
$13.94 - $15.73
16% of jobs
$15.73 - $17.52
0% of jobs
$17.52 - $19.31
0% of jobs
$19.64 is the 25th percentile. Wages below this are outliers.
$19.31 - $21.10
29% of jobs
The median wage is $21.28 / hr.
$21.10 - $22.89
15% of jobs
$23.44 is the 75th percentile. Wages above this are outliers.
$22.89 - $24.68
36% of jobs
$4
$20
$24
How much do account service associate jobs pay per hour?
What is an account service associate?
What are the duties of an account service associate?
What cities near Tucker, GA are hiring for Account Service Associate jobs?
Cities near Tucker, GA with the most Account Service Associate job openings:
Full-time
Re-posted 7 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
16th of 171 rated banks
Job description
The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.)
Collect appropriate documentation to set up new accounts
Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters)
Process account service requests and ensure appropriate documentation
Direct incoming phone calls to appropriate team member
Wealth Management
Input data into Financial Planning tools
Input orders within appropriate system and complete associated paperwork, if registered
Review daily branch reports and alerts and process accordingly
Assist in the preparation of client reports and other materials for client meeting.
Practice Management
Organize logistics of team marketing events, develop and maintain team marketing materials
Maintain contact management systems with up to date key client information
Provide team with up to date calendar including daily, weekly, and monthly activities
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials and communicate development needs to Senior Financial Advisor or Team Administrator as applicable
Assist with on-boarding new members to the team
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH