UBS
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Client Services Associate
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UBS 2 days ago Be among the first 25 applicants Join to apply for the
Client Services Associate
role at
UBS Get AI-powered advice on this job and more exclusive features. Overview
Job Reference # 328915BR
Job Type Full Time Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Your team
You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Your expertise
series 7 and 66 licenses ideally 1+ years of experience in client service, within the finance sector bachelor degree preferred, focusing on economics or finance excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite 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. How We Hire
We may request you to complete one or more assessments during the application process. Learn more 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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. Disclaimer / Policy Statements
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. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Information Technology Industries
Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x Sign in to set job alerts for “Client Services Associate” roles.
DISPATCH SPECIALIST (Administrative Officer) - Range 14 / NON
Client Services Coordinator (Part-time) (Anchorage, AK) (#4002)
Construction Support Specialist I- DEHE Business Support
Field Service Onsite Relationship Specialist 92270
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Client Services Associate
role at
UBS 2 days ago Be among the first 25 applicants Join to apply for the
Client Services Associate
role at
UBS Get AI-powered advice on this job and more exclusive features. Overview
Job Reference # 328915BR
Job Type Full Time Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Your team
You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Your expertise
series 7 and 66 licenses ideally 1+ years of experience in client service, within the finance sector bachelor degree preferred, focusing on economics or finance excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite 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. How We Hire
We may request you to complete one or more assessments during the application process. Learn more 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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. Disclaimer / Policy Statements
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. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Information Technology Industries
Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at UBS by 2x Sign in to set job alerts for “Client Services Associate” roles.
DISPATCH SPECIALIST (Administrative Officer) - Range 14 / NON
Client Services Coordinator (Part-time) (Anchorage, AK) (#4002)
Construction Support Specialist I- DEHE Business Support
Field Service Onsite Relationship Specialist 92270
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr