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 ...
POSITION SUMMARY Senior 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 ...
POSITION SUMMARY Senior 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 ...
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 ...
... 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 ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
Sr. Client Service Associate - Suwanee,GA
Suwanee, GA · On-site
$27.38 - $45.61/hr
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The ...
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 · On-site
$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 · On-site
$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.
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 ...
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 ...
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$60K - $82K/yr
Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This ...
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$60K - $82K/yr
Join our Atlanta Client Services Team as a Client Services Associate, where you'll play a key role in supporting both clients and advisors while keeping day-to-day operations running seamlessly. This ...
Wealth Management Associate
Atlanta, GA · On-site
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Wealth Management Associate
Atlanta, GA · On-site
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... Experience in customer service * Experience building relationships with clients and co-workers ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... Experience in customer service * Experience building relationships with clients and co-workers ...
Client Service Specialist
$16.25 - $21.75/hr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Position Overview The Client Service Specialist (CSS) directly supports healthcare payers, leading ...
Client Service Specialist
$16.25 - $21.75/hr
Every associate is expected - and empowered - to partner with AI to challenge the status quo ... Position Overview The Client Service Specialist (CSS) directly supports healthcare payers, leading ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... Experience in customer service * Experience building relationships with clients and co-workers ...
Overview We're looking for a Client Services Associate to join our team! In this role, you'll be ... Experience in customer service * Experience building relationships with clients and co-workers ...
Client Service Specialist
Atlanta, GA · Hybrid
$16.25 - $21.75/hr
The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service ...
Client Service Specialist
Atlanta, GA · Hybrid
$16.25 - $21.75/hr
The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service ...
Client Service Associate information
See Suwanee, GA salary details
$8.28 - $9.84
3% of jobs
$9.84 - $11.41
8% of jobs
$11.41 - $12.98
12% of jobs
$13.08 is the 25th percentile. Wages below this are outliers.
$12.98 - $14.54
28% of jobs
$14.54 - $16.11
15% of jobs
$17.40 is the 75th percentile. Wages above this are outliers.
$16.11 - $17.68
11% of jobs
$17.68 - $19.24
8% of jobs
$19.24 - $20.81
5% of jobs
$20.81 - $22.37
4% of jobs
$22.37 - $23.94
3% of jobs
$23.94 - $25.51
2% of jobs
$8
$15
$25
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 jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are Client Service Associates?
Other
Re-posted 5 days ago
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 149 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