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 ...
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 ...
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate 1
Atlanta, GA · Remote
$14 - $19.25/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
Client Service Associate 1
Atlanta, GA · Remote
$14 - $19.25/hr
... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...
Private Wealth Management Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate 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. Through ...
Private Wealth Management Client Service Associate
Atlanta, GA · On-site
$14 - $19.25/hr
Client Service Associate 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. Through ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · Hybrid
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · Hybrid
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · On-site
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Client Service Associate (Hybrid Opportunity)
Atlanta, GA · On-site
$14 - $19.25/hr
Our Sandy Springs, GA office is seeking a Client Service Associate to play a key role in supporting both our high-net-worth clients and our Financial Advisors (FAs). As the primary liaison between ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Customer Service Associate
$14 - $19.25/hr
Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service ...
Customer Service Associate
$14 - $19.25/hr
Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused Atlanta-based, UHNW Registered Investment Advisor (RIA) firm that prides itself on high-touch service ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Client Service Specialist
Roswell, GA · Remote
$16 - $21.25/hr
Role Description This is a full-time remote position for a Client Services Associate . In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily ...
Client Service Specialist
Roswell, GA · Remote
$16 - $21.25/hr
Role Description This is a full-time remote position for a Client Services Associate . In this role, you'll handle customer inquiries and deliver exceptional service to clients. Daily ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Building upon the responsibilities of the Client Service Associate, the CSE is responsible for strategic planning, client retention, and business growth. As a senior member of the team, the CSE ...
Client Services Associate
Atlanta, GA · Remote
$20/hr
Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.
Client Services Associate
Atlanta, GA · Remote
$20/hr
Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.
Client Services Associate
Atlanta, GA · Remote
$20/hr
Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.
Client Services Associate
Atlanta, GA · Remote
$20/hr
Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department ... Process customer service requests according to established department policies and procedures.
Client Service Associate information
See Mableton, GA salary details
$8.09 - $9.62
3% of jobs
$9.62 - $11.15
8% of jobs
$11.15 - $12.68
12% of jobs
$12.78 is the 25th percentile. Wages below this are outliers.
$12.68 - $14.21
28% of jobs
$14.21 - $15.74
15% of jobs
$17 is the 75th percentile. Wages above this are outliers.
$15.74 - $17.27
11% of jobs
$17.27 - $18.80
8% of jobs
$18.80 - $20.33
5% of jobs
$20.33 - $21.86
4% of jobs
$21.86 - $23.39
3% of jobs
$23.39 - $24.92
2% of jobs
$8
$15
$24
How much do client service associate jobs pay per hour?
What does a client service associate do?
What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?
What is the difference between Client Service Associate vs Customer Support Specialist?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer service roles in various industries |
The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.
What is the role of a client associate?
How does a Client Service Associate typically collaborate with financial advisors and other team members?
What job makes $10,000 a month without a degree?
Is client associate entry level?
What are Client Service Associates?
Other
Posted 13 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
11th of 141 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