UBS
Your role
Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?
We're looking for a Client Service Associate to: • perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) • assist clients with questions and requests related to their accounts • complete firm-initiated projects
Detailed salary information: • Palo Alto: the salary range for this role is $66500 to $70000 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.
Your team
You will be working in our Palo Alto office in the bay area. Our focus is to provide world-class advice and service to our clients. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.
Your expertise
• ideally 3+ years of experience in the financial services industry and a leader amongst your peers • bachelor's degree • proactive and organized • detail oriented and value accuracy • provide world-class service
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We'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. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?
We're looking for a Client Service Associate to: • perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.) • assist clients with questions and requests related to their accounts • complete firm-initiated projects
Detailed salary information: • Palo Alto: the salary range for this role is $66500 to $70000 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.
Your team
You will be working in our Palo Alto office in the bay area. Our focus is to provide world-class advice and service to our clients. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.
Your expertise
• ideally 3+ years of experience in the financial services industry and a leader amongst your peers • bachelor's degree • proactive and organized • detail oriented and value accuracy • provide world-class service
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We'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. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.