UBS
Overview
Job Reference #
332837BR
City
Louisville
Job Type
Part Time
Your role Are you truly service-oriented and take pride in helping create a seamless, professional client experience? Do you enjoy staying organized, preparing materials, and supporting a growing wealth management practice behind the scenes?
We’re looking for a Client Associate to:
Keep client management systems up to date with accurate and confidential information
Prepare reports, account statements, and organized materials for client meetings
Draft clear and concise executive summaries following client meetings
Collect and process documentation for new accounts and service requests
Assist with marketing initiatives, communications, and maintaining marketing materials
Support meeting preparation, follow-ups, and ongoing client service needs
Provide day-to-day administrative and operational support to allow the advisor to focus on client relationships and business development
Your team You’ll be working on a wealth management team in Louisville, KY. We help high net worth individuals and families meet their financial goals by providing services specifically designed for them.
Your expertise
Ideally experience in client service, preferably within financial services or a professional services environment
Bachelor’s degree strongly preferred, desire to gain industry designations preferred
Strong written and verbal communication skills
Highly detail-oriented with excellent organizational skills
Professional, pleasant demeanor with a commitment to exceptional service
Proficiency 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. Want to find out more? Visit ubs.com/careers.
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.
#J-18808-Ljbffr
332837BR
City
Louisville
Job Type
Part Time
Your role Are you truly service-oriented and take pride in helping create a seamless, professional client experience? Do you enjoy staying organized, preparing materials, and supporting a growing wealth management practice behind the scenes?
We’re looking for a Client Associate to:
Keep client management systems up to date with accurate and confidential information
Prepare reports, account statements, and organized materials for client meetings
Draft clear and concise executive summaries following client meetings
Collect and process documentation for new accounts and service requests
Assist with marketing initiatives, communications, and maintaining marketing materials
Support meeting preparation, follow-ups, and ongoing client service needs
Provide day-to-day administrative and operational support to allow the advisor to focus on client relationships and business development
Your team You’ll be working on a wealth management team in Louisville, KY. We help high net worth individuals and families meet their financial goals by providing services specifically designed for them.
Your expertise
Ideally experience in client service, preferably within financial services or a professional services environment
Bachelor’s degree strongly preferred, desire to gain industry designations preferred
Strong written and verbal communication skills
Highly detail-oriented with excellent organizational skills
Professional, pleasant demeanor with a commitment to exceptional service
Proficiency 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. Want to find out more? Visit ubs.com/careers.
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.
#J-18808-Ljbffr