UBS
Your role
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
Responsibilities
Educate clients on account services and capabilities.
Keep management systems up-to-date with client information.
Help with the preparation of reports and other materials for client meetings.
Collect the right documentation for opening new accounts and service requests.
Job Type Full Time
Job Reference 313624BR
City Fargo
Your team You’ll be working as part of Wealth Management Americas in our Fargo, North Dakota office. 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. As a Client Associate, you’ll play an important role providing excellent service to our Financial Advisors and clients.
Your expertise
Bachelor's degree or equivalent, focusing on finance, communication, or business.
Series 7 and 66 licenses or willingness to obtain after hire.
Ideally 5 years of experience in client service within the finance sector.
Excellent communicator, with solid interpersonal skills.
Committed to providing top‑notch client service.
Proficient in Microsoft Office Suite.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
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.
We’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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Responsibilities
Educate clients on account services and capabilities.
Keep management systems up-to-date with client information.
Help with the preparation of reports and other materials for client meetings.
Collect the right documentation for opening new accounts and service requests.
Job Type Full Time
Job Reference 313624BR
City Fargo
Your team You’ll be working as part of Wealth Management Americas in our Fargo, North Dakota office. 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. As a Client Associate, you’ll play an important role providing excellent service to our Financial Advisors and clients.
Your expertise
Bachelor's degree or equivalent, focusing on finance, communication, or business.
Series 7 and 66 licenses or willingness to obtain after hire.
Ideally 5 years of experience in client service within the finance sector.
Excellent communicator, with solid interpersonal skills.
Committed to providing top‑notch client service.
Proficient in Microsoft Office Suite.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr