client associate

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>Job Description</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
What is the opportunity?</b></p><p>
Embrace RBC Wealth Management&rsquo;s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.</p><p></p><p>
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.</p><p></p><p><b>
What will you do?</b></p><ul><li>
Build and maintain professional relationships with clients by assisting them and answering account questions.</li><li>
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.</li><li>
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.</li><li>
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH&rsquo;s in a timely manner.</li><li>
Maintain confidentiality in accordance with RBC&rsquo;s Code of Conduct.</li></ul><p><b>
What do you need to succeed?</b></p><p><b>
Must-have</b></p><ul><li>
Bachelor&rsquo;s degree or job-related experience</li><li>
Strong soft skills including verbal and written communication, people, organizational, and client service skills</li><li>
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective</li><li>
Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire</li><li>
Ability to adapt to a rapidly changing business and technology environment</li></ul><p></p><p>
 <b>Nice-to-have</b></p><ul><li>
Current FINRA registrations</li><li>
Financial services experience</li></ul><p></p><p><b>
What&rsquo;s in it for you?</b></p><p>
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.</p><ul><li>
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable</li><li>
Leaders who support your development through coaching and managing opportunities</li><li>
Ability to make a difference and lasting impact</li><li>
Work in a dynamic, collaborative, progressive, and high-performing team</li><li>
Flexible work/life balance options</li><li>
Opportunities to do challenging work</li><li>
Opportunities to take on progressively greater accountabilities</li><li>
Access to a variety of job opportunities across business</li></ul><p></p><p><b>
Job Skills</b></p>
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities<p></p><p><b>
Additional Job Details</b></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Address:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
1 COWBOYS WAY:FRISCO<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
City:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Frisco<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Country:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
United States of America<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Work hours/week:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
40<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Employment Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Full time<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Platform:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
WEALTH MANAGEMENT<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Job Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Regular<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Pay Type:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
Salaried<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Posted Date:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
2025-09-16<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Application Deadline:</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><b>
Note</b><b>:</b> <i>Applications will be accepted until 11:59 PM on the day prior to the application deadline date above</i></p><p></p><p><b>
I</b><b>nclusion</b><b> and Equal Opportunity Employment</b></p><p></p><p>
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.</p><p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p><b>
Join our Talent Community</b><br>
<br>
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.<br>
<br>
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Client Associate

Veclar Technologies

<p><b>Job Title:</b> Client Associate Executive<br/><b>Employment Type:</b> Full-Time, On-Site<br/><b>Shift:</b> Night Shift (05:45 PM &ndash; 03:00 AM PKT)<br/><b>Salary Range:</b> PKR 80,000 &ndash; 150,000/month + Commission</p><p><b>About Veclar Technologies</b></p><p>Founded in 2018, Veclar Technologies is a U.S.-based B2B company dedicated to delivering cutting-edge digital solutions to real estate professionals across the U.S. and Canada. Our services focus on digital marketing, IT infrastructure, and data-driven strategies that empower real estate businesses to scale and succeed in a competitive market.</p><p><b>Position Summary</b></p><p>We are looking for a proactive and detail-oriented <b>Client Associate Executive</b> to join our Client Success Team. This role is pivotal in fostering strong relationships with our clients, ensuring a smooth onboarding process, and delivering consistent support throughout the client journey. You will play a vital role in client satisfaction, retention, and account growth, with opportunities to contribute directly to upselling and cross-selling initiatives.</p><p><b>Key Responsibilities</b></p><ul><li>Act as the main point of contact for a portfolio of assigned client accounts</li><li>Build strong relationships through regular communication and timely support</li><li>Manage and oversee the onboarding of new clients, ensuring a smooth transition</li><li>Monitor account health and identify opportunities to expand services through upselling</li><li>Respond to client inquiries and concerns promptly, escalating when necessary</li><li>Maintain accurate records of all client interactions within the CRM system</li><li>Prepare reports on client performance, satisfaction, and key metrics</li><li>Work cross-functionally with internal teams (sales, marketing, operations) to ensure alignment with client goals</li><li>Keep up with market trends and competitor activity to proactively support clients</li><li>Meet KPIs related to client retention, satisfaction, and revenue growth</li></ul><p><b>Why You Should Join Us</b></p><ul><li>Defined career progression and growth opportunities</li><li>Innovative and forward-thinking work culture</li><li>Collaborative and supportive team environment</li><li>Attractive compensation package with commissions and bonuses</li><li>Fixed night shift aligned with U.S./Canada hours and annual paid leave</li><li>Be part of a company driving digital transformation in the real estate industry</li></ul><p><b>Compensation &amp; Benefits</b></p><p><b>Monthly Salary:</b> PKR 80,000 &ndash; 150,000<br/><b>Additional Perks:</b></p><ul><li>Performance-based commissions and bonuses</li><li>Paid annual leave</li><li>Access to training, skill development, and career advancement programs</li></ul><p>Job Type: Full-time</p><p>Pay: Up to Rs150,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you open to working a night shift, as this role requires?</li><li>Would you be able to commute to or work from Bahria Town Phase 7 for this</li><li>May I ask if you had a chance to review the job description before submitting your</li></ul><p>Work Location: In person</p>

Client Associate Executive

<div>
 <p>
  <strong>
   Job description:
  </strong>
 </p>
 <p>
  Job Title:&nbsp;Client Associate Executive
 </p>
 <p>
  Employment Type:&nbsp;Full-Time, On-Site
 </p>
 <p>
  Shift:&nbsp;Night Shift (05:45 PM &ndash; 03:00 AM PKT)
 </p>
 <p>
  Salary Range:&nbsp;PKR 80,000 &ndash; 150,000/month + Commission
 </p>
 <p>
  About Veclar Technologies
 </p>
 <p>
  Founded in 2018,&nbsp;Veclar Technologies&nbsp;is a U.S.-based B2B company that delivers innovative digital solutions tailored specifically for real estate professionals across the U.S. and Canada. Our core offerings include digital marketing, IT infrastructure support, and data-driven strategies that help real estate businesses grow, adapt, and succeed in today&rsquo;s competitive landscape.
 </p>
 <p>
  Position Overview
 </p>
 <p>
  We&rsquo;re looking for a proactive and detail-driven&nbsp;Client Associate Executive&nbsp;to join our&nbsp;Client Success Team. This role is essential in managing client relationships, streamlining the onboarding process, and providing ongoing support throughout the client lifecycle. You&rsquo;ll work closely with cross-functional teams to ensure a high level of client satisfaction, drive retention, and identify opportunities for account growth through upselling and cross-selling.
 </p>
 <p>
  Key Responsibilities
 </p>
 <ul>
  <li>
   Serve as the primary point of contact for a designated portfolio of client accounts
  </li>
  <li>
   Build and maintain strong, professional relationships through consistent communication and support
  </li>
  <li>
   Lead and coordinate the onboarding process for new clients to ensure a seamless start
  </li>
  <li>
   Track and analyze client account performance, identifying opportunities for service expansion
  </li>
  <li>
   Respond to client questions and concerns promptly, escalating complex issues when needed
  </li>
  <li>
   Keep detailed and accurate records of client interactions using CRM tools
  </li>
  <li>
   Generate and present reports on client performance, engagement, and satisfaction metrics
  </li>
  <li>
   Collaborate with Sales, Marketing, and Operations teams to align services with client objectives
  </li>
  <li>
   Stay current with industry trends and competitor activity to provide proactive client insights
  </li>
  <li>
   Meet and exceed KPIs related to client satisfaction, retention, and revenue growth
  </li>
 </ul>
 <p>
  Why Join Veclar Technologies?
 </p>
 <ul>
  <li>
   <strong>
    Career Growth:
   </strong>
   &nbsp;Clear paths for advancement, ongoing training, and skill development
  </li>
  <li>
   <strong>
    Innovative Culture:
   </strong>
   &nbsp;Work in a tech-driven company leading the digital transformation of real estate
  </li>
  <li>
   <strong>
    Team Environment:
   </strong>
   &nbsp;Supportive, collaborative, and fast-paced workplace culture
  </li>
  <li>
   <strong>
    Competitive Compensation:
   </strong>
   &nbsp;Generous base salary with commissions, performance bonuses, and incentives
  </li>
  <li>
   <strong>
    Work-Life Balance:
   </strong>
   &nbsp;Fixed night shift schedule aligned with North American time zones, plus paid annual leave
  </li>
  <li>
   <strong>
    Meaningful Work:
   </strong>
   &nbsp;Contribute to helping real estate businesses succeed through modern solutions
  </li>
 </ul>
 <p>
  Compensation &amp; Benefits
 </p>
 <ul>
  <li>
   <strong>
    Salary:
   </strong>
   &nbsp;PKR 80,000 &ndash; 150,000/month (based on experience)
  </li>
  <li>
   <strong>
    Additional Perks:
   </strong>
  </li>
  <li>
   Performance-based commissions and bonuses
  </li>
  <li>
   Paid annual leave
  </li>
  <li>
   Ongoing training and career advancement opportunities
  </li>
 </ul>
 <p>
  Job Type: Full-time
 </p>
 <p>
  <br/>
 </p>
 <p>
  Application Question(s):
 </p>
 <ul>
  <li>
   Are you open to working a night shift, as this role requires?
  </li>
  <li>
   Would you be able to commute to or work from Bahria Town Phase 7 for this
  </li>
  <li>
   May I ask if you had a chance to review the job description before submitting your
  </li>
 </ul>
 <p>
  Work Location: In person
 </p>
</div>


<p><b>Job Title:</b> Client Associate Executive</p><p><b>Employment Type:</b> Full-Time, On-Site<br/><b>Shift:</b> Night Shift (5:45 PM &ndash; 3:00 AM PKT)<br/><b>Salary Range:</b> PKR 80,000 &ndash; 150,000/month + Commission</p><p><b>About Veclar Technologies</b></p><p>Established in 2018, <b>Veclar Technologies</b> is a U.S.-based B2B company delivering innovative digital solutions tailored for real estate professionals across the United States and Canada. Our core services include digital marketing, IT infrastructure support, and data-driven strategies that empower real estate businesses to scale, adapt, and succeed in a highly competitive industry.</p><p><b>Position Overview</b></p><p>We are seeking a detail-oriented and proactive <b>Client Associate Executive</b> to join our <b>Client Success Team</b>. In this role, you&rsquo;ll manage client relationships, ensure smooth onboarding, and provide consistent support throughout the customer journey. You'll collaborate with internal teams to drive client satisfaction, improve retention, and identify new growth opportunities through upselling and cross-selling.</p><p><b>Key Responsibilities</b></p><ul><li>Act as the primary liaison for a portfolio of assigned client accounts</li><li>Build and sustain strong, professional relationships through regular communication and support</li><li>Lead the onboarding process for new clients to ensure a seamless transition and setup</li><li>Monitor and analyze client performance data to uncover growth opportunities</li><li>Respond to client inquiries in a timely and professional manner, escalating complex issues as needed</li><li>Maintain accurate records of all client interactions using CRM tools</li><li>Prepare and deliver reports on client engagement, performance metrics, and satisfaction</li><li>Work cross-functionally with Sales, Marketing, and Operations to align service delivery with client goals</li><li>Stay updated on industry trends and competitor activity to provide strategic client insights</li><li>Achieve and exceed KPIs related to client retention, satisfaction, and account expansion</li></ul><p><b>Why Join Veclar Technologies?</b></p><ul><li><b>Career Growth:</b> Clear advancement opportunities, ongoing learning, and professional development</li><li><b>Innovative Culture:</b> Be part of a tech-focused company transforming the real estate industry</li><li><b>Collaborative Environment:</b> Join a supportive, fast-paced, and team-oriented workplace</li><li><b>Competitive Pay:</b> Attractive salary package with commissions, bonuses, and performance incentives</li><li><b>Work-Life Balance:</b> Fixed night shifts aligned with U.S./Canada hours + paid annual leave</li><li><b>Meaningful Work:</b> Make a real impact by helping real estate clients thrive with modern digital solutions</li></ul><p><b>Compensation &amp; Benefits</b></p><ul><li><b>Salary:</b> PKR 80,000 &ndash; 150,000/month (based on experience)</li><li><b>Additional Perks:</b></li><li>Performance-based commissions and bonuses</li><li>Paid annual leave</li><li>Ongoing training and development opportunities</li></ul><p>Job Type: Full-time</p><p>Pay: Up to Rs150,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you open to working a night shift, as this role requires?</li><li>Would you be able to commute to or work from Bahria Town Phase 7 for this</li><li>May I ask if you had a chance to review the job description before submitting your</li></ul><p>Work Location: In person</p>

<p><b>Job Title:</b> Client Associate Executive<br/><b>Employment Type:</b> Full-Time, On-Site<br/><b>Shift:</b> Night Shift (05:45 PM &ndash; 03:00 AM PKT)<br/><b>Salary Range:</b> PKR 80,000 &ndash; 150,000/month + Commission</p><p><b>About Veclar Technologies</b></p><p>Founded in 2018, <b>Veclar Technologies</b> is a U.S.-based B2B company that delivers innovative digital solutions tailored specifically for real estate professionals across the U.S. and Canada. Our core offerings include digital marketing, IT infrastructure support, and data-driven strategies that help real estate businesses grow, adapt, and succeed in today&rsquo;s competitive landscape.</p><p><b>Position Overview</b></p><p>We&rsquo;re looking for a proactive and detail-driven <b>Client Associate Executive</b> to join our <b>Client Success Team</b>. This role is essential in managing client relationships, streamlining the onboarding process, and providing ongoing support throughout the client lifecycle. You&rsquo;ll work closely with cross-functional teams to ensure a high level of client satisfaction, drive retention, and identify opportunities for account growth through upselling and cross-selling.</p><p><b>Key Responsibilities</b></p><ul><li>Serve as the primary point of contact for a designated portfolio of client accounts</li><li>Build and maintain strong, professional relationships through consistent communication and support</li><li>Lead and coordinate the onboarding process for new clients to ensure a seamless start</li><li>Track and analyze client account performance, identifying opportunities for service expansion</li><li>Respond to client questions and concerns promptly, escalating complex issues when needed</li><li>Keep detailed and accurate records of client interactions using CRM tools</li><li>Generate and present reports on client performance, engagement, and satisfaction metrics</li><li>Collaborate with Sales, Marketing, and Operations teams to align services with client objectives</li><li>Stay current with industry trends and competitor activity to provide proactive client insights</li><li>Meet and exceed KPIs related to client satisfaction, retention, and revenue growth</li></ul><p><b>Why Join Veclar Technologies?</b></p><ul><li><b>Career Growth:</b> Clear paths for advancement, ongoing training, and skill development</li><li><b>Innovative Culture:</b> Work in a tech-driven company leading the digital transformation of real estate</li><li><b>Team Environment:</b> Supportive, collaborative, and fast-paced workplace culture</li><li><b>Competitive Compensation:</b> Generous base salary with commissions, performance bonuses, and incentives</li><li><b>Work-Life Balance:</b> Fixed night shift schedule aligned with North American time zones, plus paid annual leave</li><li><b>Meaningful Work:</b> Contribute to helping real estate businesses succeed through modern solutions</li></ul><p><b>Compensation &amp; Benefits</b></p><ul><li><b>Salary:</b> PKR 80,000 &ndash; 150,000/month (based on experience)</li><li><b>Additional Perks:</b></li><li>Performance-based commissions and bonuses</li><li>Paid annual leave</li><li>Ongoing training and career advancement opportunities</li></ul><p>Job Type: Full-time</p><p>Pay: Up to Rs150,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you open to working a night shift, as this role requires?</li><li>Would you be able to commute to or work from Bahria Town Phase 7 for this</li><li>May I ask if you had a chance to review the job description before submitting your</li></ul><p>Work Location: In person</p>

<div>
 <strong>
  Job Reference #
  <br/>
 </strong>
 327076BR
 <br/>
 <br/>
 <strong>
  Job Type
  <br/>
 </strong>
 Full Time
 <br/>
 <br/>
 <strong>
  Your role
  <br/>
 </strong>
 Position Summary:
 <br/>
 <br/>
 The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values &mdash; relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset &mdash; while supporting the team in delivering exceptional wealth
 <br/>
 <br/>
 management services.
 <br/>
 <br/>
 Detailed salary information:
 <br/>
 <br/>
 <ul>
  <li>
   New York: the salary range for this role is $70000 to $76000
   <br/>
   <br/>
  </li>
 </ul>
 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
 <br/>
 <br/>
 <strong>
  Your team
  <br/>
 </strong>
 Core Responsibilities:
 <br/>
 <br/>
 <ul>
  <li>
   Calendar &amp; Scheduling Management
  </li>
  <li>
   Coordinate and maintain the team&rsquo;s master calendar, ensuring efficient time allocation for internal priorities and client meetings.
  </li>
  <li>
   Anticipate scheduling conflicts and proactively resolve them.
  </li>
  <li>
   Manage the Building Security Submission for clients and guests
  </li>
  <li>
   Inbox Monitoring &amp; Communication
  </li>
  <li>
   Monitor team Partner, Daniel Gerschel&rsquo;s, inbox for time-sensitive items and distribute actionable tasks to the appropriate team members.
  </li>
  <li>
   Monitor the team&rsquo;s group inbox for time-sensitive items and make sure the appropriate team members are addressing in a timely manner.
  </li>
  <li>
   Expense &amp; Budget Administration
  </li>
  <li>
   Process and submit business expenses in accordance with compliance and corporate policies.
  </li>
  <li>
   Track team budget allocations, identifying cost-saving opportunities without compromising quality.
  </li>
  <li>
   Travel Coordination
  </li>
  <li>
   Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.
  </li>
  <li>
   Marketing &amp; Digital Presence
  </li>
  <li>
   Maintain and update the team&rsquo;s marketing materials to ensure accuracy and alignment with brand standards.
  </li>
  <li>
   Oversee website and LinkedIn presence, posting timely updates and managing content calendars.
  </li>
  <li>
   Events &amp; Engagement
  </li>
  <li>
   Plan, coordinate, and execute client appreciation events from concept to completion.
  </li>
  <li>
   Organize team events. Dinners, drinks, and fun activities.
  </li>
  <li>
   Miscellaneous
  </li>
  <li>
   Oversee the team&rsquo;s licensing renewals. This includes life insurance licenses, certifications, and continuing education.
  </li>
  <li>
   Manage our client gifting efforts. Year end holiday gifting, big life moments, and milestone birthdays.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your expertise
  <br/>
 </strong>
 Key Attributes:
 <br/>
 <br/>
 <ul>
  <li>
   Excellent communication and organizational skills to drive efficiency and collaboration.
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  <li>
   Relentless Optimization &ndash; Constantly seeks ways to streamline processes and enhance productivity.
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   Growth &ndash; Embraces learning opportunities and drives professional development for self and team.
  </li>
  <li>
   Thoughtful &ndash; Anticipates needs and acts with empathy and discretion.
  </li>
  <li>
   Exceptional Client Experience &ndash; Places client experience at the forefront of all actions.
  </li>
  <li>
   Entrepreneurial Mindset &ndash; Takes initiative, brings forward new ideas, and adapts quickly to change.
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  </li>
 </ul>
 <strong>
  About Us
  <br/>
 </strong>
 UBS is the world&rsquo;s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal &amp; Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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 We have a presence in all major financial centers in more than 50 countries.
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 <strong>
  How We Hire
  <br/>
  <br/>
 </strong>
 We may request you to complete one or more assessments during the application process. Learn more
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 <br/>
 <strong>
  Join us
  <br/>
 </strong>
 At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.
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 <br/>
 We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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 <br/>
 <strong>
  Disclaimer / Policy Statements
  <br/>
 </strong>
 UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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 <strong>
  Salary Information
  <br/>
 </strong>
 US Only: The expected salary range for this role is $70000 to $76000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see &laquo;Your role&raquo; section for detailed salary information.
</div>


Client Associate - Executive Assistant

MAS LAW

<p><b>Client Support Associate:</b></p><p><b>Job description:</b></p><p><b>Client Support Associate: </b>North Texas Law Firm has 3 position available for Client Support Associate. The duties include, but are not limited to, obtaining prospective client&rsquo;s information by answering telephone calls, interviewing, and verifying information; evaluating leads and determining which cases are significant; and creating a strong first representation of the Law Firm.</p><p><b>The candidate must be able to empathize and relate to prospective clients</b>, assisting them with any initial questions and concerns that they may have. It is important to note that many of these potential clients have experienced traumatic events, so the candidate must be able to communicate both effectively and efficiently.</p><p>Experience in Sales, and/or Customer Service is preferred.</p><p><b>In addition, the ideal candidate must be able to work a flexible schedule including late nights, weekends and holidays.</b></p><p><b>Qualifications:</b></p><ul><li>Customer service skills to make potential clients feel comfortable</li><li>Ability to communicate with potential clients the value of signing with Law Firm</li><li><b>Computer and data entry skills</b></li><li>Proficiency with Microsoft Office apps such as Outlook and Word</li><li>Excels within a group dynamic.</li><li><b>Attention to detail.</b></li><li>Organized with ability to multi-taskAbility to work and interact with clients.</li><li>Calm under pressure</li><li><b>Exceptional communication skills, both written and verbal.</b></li><li>Sense of urgency.</li><li><i><b>Must have a valid driver&rsquo;s license </b></i></li><li><i><b>Bilingual (Spanish ) Preferred</b></i></li></ul><p><b>Compensation and Benefits:</b></p><p>Competitive salary<br/>PTO, paid holidays, health, vision, dental, supplemental insurance and 401K with excellent company matching programs<br/>Opportunity to advance to positions of greater responsibility</p><p><b>Please email your resume to careers@mas.law</b></p><p>Job Type: Full-time</p><p>Pay: $16.00 - $19.00 per hour</p><p>Expected hours: 40 per week</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid training</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

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