Title: Senior Wealth Strategy Associate * Type: Full Time * Experience: 3 Years * Function ... At least 3 years of experience in client service within the finance sector * Series 7 and 66 ...
Title: Senior Wealth Strategy Associate * Type: Full Time * Experience: 3 Years * Function ... At least 3 years of experience in client service within the finance sector * Series 7 and 66 ...
Client Service Coordinator 1004
Tucson, AZ · On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator 1004
Tucson, AZ · On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Relationship Associate
Tucson, AZ · On-site
$17 - $22/hr
... Associate to support a growing financial advisory practice. This role is ideal for someone who ... Responsibilities * Assist with client relationship management and ongoing client service * Sit in ...
Quick apply
Client Relationship Associate
Tucson, AZ · On-site
$17 - $22/hr
... Associate to support a growing financial advisory practice. This role is ideal for someone who ... Responsibilities * Assist with client relationship management and ongoing client service * Sit in ...
Client Relationship Associate
Tucson, AZ · On-site
$17 - $22/hr
... Associate to support a growing financial advisory practice. This role is ideal for someone who ... Responsibilities * Assist with client relationship management and ongoing client service * Sit in ...
Quick apply
Client Relationship Associate
Tucson, AZ · On-site
$17 - $22/hr
... Associate to support a growing financial advisory practice. This role is ideal for someone who ... Responsibilities * Assist with client relationship management and ongoing client service * Sit in ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Dedication to delivering exceptional customer service experiences. Strong communication and ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Registered Client Associate
Tucson, AZ · On-site
Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client ...
Registered Client Associate
Tucson, AZ · On-site
Key responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client ...
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Outsourced and Accounting Advisory Services Senior
Tucson, AZ · On-site
$60 - $75/hr
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Outsourced and Accounting Advisory Services Senior
Tucson, AZ · On-site
$60 - $75/hr
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Block Advisors Client Service Professional
Tucson, AZ · On-site
$14.50 - $18.25/hr
About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Block Advisors Client Service Professional
Tucson, AZ · On-site
$14.50 - $18.25/hr
About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
New
Block Advisors Client Service Professional
Tucson, AZ · On-site
$13 - $16.25/hr
About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
Block Advisors Client Service Professional
Tucson, AZ · On-site
$13 - $16.25/hr
About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... That same commitment to care extends to our associates. When you join us, you become part of a High ...
Senior Accounting Associate (Nonprofit Industry)
Tucson, AZ · On-site
$70K - $117K/yr
CLA is currently seeking a Senior Accounting Associate - Nonprofit Industry , to join our CAAS ... Client Service: Develops an understanding of each client's business/organization operations.
Senior Accounting Associate (Nonprofit Industry)
Tucson, AZ · On-site
$70K - $117K/yr
CLA is currently seeking a Senior Accounting Associate - Nonprofit Industry , to join our CAAS ... Client Service: Develops an understanding of each client's business/organization operations.
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Contributes to firm's mission of providing excellent client service and acts as a technical ... Associates degree or higher in Accounting or related field preferred * 1 to 2 years of related ...
Senior Audit Associate - Nonprofit
Tucson, AZ · On-site
$80K - $136K/yr
How you'll create opportunities in this Audit Senior role ... Plan, lead, and execute Assurance engagements to provide excellent client service. * Working ...
Senior Audit Associate - Nonprofit
Tucson, AZ · On-site
$80K - $136K/yr
How you'll create opportunities in this Audit Senior role ... Plan, lead, and execute Assurance engagements to provide excellent client service. * Working ...
... client service and acts as a technical resource for others in the firmResearches and concludes on simple client accounting issuesPerforms other accounting services and duties as assigned Knowledge ...
Quick apply
... client service and acts as a technical resource for others in the firmResearches and concludes on simple client accounting issuesPerforms other accounting services and duties as assigned Knowledge ...
... client service and acts as a technical resource for others in the firmResearches and concludes on simple client accounting issuesPerforms other accounting services and duties as assigned Knowledge ...
Quick apply
... client service and acts as a technical resource for others in the firmResearches and concludes on simple client accounting issuesPerforms other accounting services and duties as assigned Knowledge ...
Client Service Supervisor VCA Valley Animal Hospital & Emergency Center is seeking a highly ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Supervisor VCA Valley Animal Hospital & Emergency Center is seeking a highly ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Supervisor VCA Valley Animal Hospital & Emergency Center is seeking a highly ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Supervisor VCA Valley Animal Hospital & Emergency Center is seeking a highly ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Customer Service Representative
Sahuarita, AZ · On-site
$15 - $20.50/hr
Client Service Representative VCA Valley Animal Hospital of Sahuarita is seeking an experienced ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Customer Service Representative
Sahuarita, AZ · On-site
$15 - $20.50/hr
Client Service Representative VCA Valley Animal Hospital of Sahuarita is seeking an experienced ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Registered Client Associate
Tucson, AZ · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients ...
Registered Client Associate
Tucson, AZ · On-site
Are you truly service oriented. Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients ...
Customer Service Representative
Sahuarita, AZ · On-site
$15 - $20.50/hr
Client Service Representative VCA Valley Animal Hospital of Sahuarita is seeking an experienced ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Customer Service Representative
Sahuarita, AZ · On-site
$15 - $20.50/hr
Client Service Representative VCA Valley Animal Hospital of Sahuarita is seeking an experienced ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Senior Client Service Associate information
See Vail, AZ salary details
$30.6K - $40.6K
17% of jobs
$46.5K is the 25th percentile. Wages below this are outliers.
$40.6K - $50.5K
14% of jobs
$50.5K - $60.5K
4% of jobs
$60.5K - $70.5K
14% of jobs
The median wage is $71.8K / yr.
$70.5K - $80.4K
12% of jobs
$80.4K - $90.4K
9% of jobs
$95.6K is the 75th percentile. Wages above this are outliers.
$90.4K - $100.4K
11% of jobs
$100.4K - $110.3K
9% of jobs
$110.3K - $120.3K
6% of jobs
$120.3K - $130.3K
3% of jobs
$130.3K - $140.3K
1% of jobs
$30.6K
$78.2K
$140.3K
How much do senior client service associate jobs pay per year?
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Cities near Vail, AZ with the most Senior Client Service Associate job openings:
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Posted 5 days ago
Job description
- Title: Senior Wealth Strategy Associate
- Type: Full Time
- Experience: 3 Years
- Function: Business Management
- Location: Tucson, AZ, United States
- Company: UBS
UBS is the world’s largest global wealth manager. The bank operates through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank.
Job ProfileThe bank is recruiting a Senior Wealth Strategy Associate who will help high net worth and ultra-high net worth individuals and families meet their financial goals through products and services specifically designed for them. They will play an important role in developing various wealth management plans and strategies.
Education Level- Bachelor’s Degree or equivalent
- At least 3 years of experience in client service within the finance sector
- Series 7 and 66 licenses
- Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
- Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- Develop customized asset allocation strategies and investment solutions for clients
- Perform business analytics as needed to support financial advisors in the growth of the business
- Provide support for client relationship-building and business development activities
- Analytical and logical problem solving
- Excellent communicator, with strong interpersonal skills
- Team player
UBS is an Equal Opportunity Employer.
About Quontic Bank
Sourced by ZipRecruiter
Company size
201 - 500 Employees
Headquarters location
New York, NY, US
Year founded
2009