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Client Service Associate

UBS Financial Services (Home Office)-Charlotte, NC, 28277

CSA works in a team-based enviorment at the UBS Investment Center, a national branch of UBS. A CSA's duties will include Account Maintenance, New Accounts Establishment, Disbursements, journals and fed fund wires. Assisting Client's of the Investment Center, the firm and Financial Advisor with Service and Problem Solving.. Job Requirements: * A minimum of 6 months recent client support work experience with investment products, preferably from a wealth management environment - Completed Associates Degree or Bachelors Degree preferred - Candidates must be proficient with Microsoft Office Appl...
 

Customer Services Associate Jobs in Charlotte, North Carolina Jobs

Bayada Nurses | Charlotte, NC |
Career in Home Care for College Graduate! Bayada Nurses, Home Care Specialists, has an immediate opening for an entry level Client Services Associate in our Shelby, NC office. The Client Services Associate is an integral component of a high performance team with a mission: to provide a safe home life for our clients with comfort, independence and dignity. As a team, Bayada Nurses provides clients of all ages with a broad range of in-home services including high tech skilled nursing care, personal care, rehabilitation, therapies, homemaking and companionship. The Client Services Associate wi...
Bayada Nurses | Charlotte, NC, 28243, USA | 1
Associate Leadership Development Program Reference#: 20608 Position: Client Services Associate-Office Availability: Full time Education Required: Bachelor Experience Required: 1 Year Relocation Assistance: No Salary: Minimum: 0 Maximum: 0 Posted: 11/11/2009 City: Charlotte County: Mecklenburg State: North Carolina Zip Code: 28204 Job Description: As one of the leading provider's of nursing and personal care services in the country, Bayada Nurses specializes in providing skilled, rehabilitative, therapeutic and personal-care home health services to people of all ages. With more than 150 loca...
 
 

UBS Financial Services (Home Office) Jobs

UBS Financial Services | New York, NY, 10095, USA | 2-3
Title Associate Director Job Reference # 52266BR Location United States - New York City New York Function Category Investment Banking Business Divisions Investment Bank Job Type Full Time About UBS UBS is a client-driven global financial services firm. Our investment bankers, salespeople and research analysts, supported by risk and logistics teams, deliver expert advice and superb execution to clients all over the world. In addition to serving the world's key corporate and institutional clients, governments and financial intermediaries, we also work closely with financial sponsors and hedge...
UBS Financial Services Inc. | Rochester, NY, 14625 | 2-5
Description: Job Summary and Mission: Your job, as a Branch Service Associate, is to Perform cash management functions, process securities and correspondence, keep records and perform margin activities. Key Responsibilities: - Greeting and assisting clients and visitors to the Branch and providing administrative assistance when needed - Trade processing and handling Financial Advisor corrections - Assisting with the new account process for the Branch - Interface with external clients, anticipate their needs, and follow through to provide exceptional service - Provide service to internal bra...
 
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