UBS
Join to apply for the
Client Associate, Registered
role at
UBS .
We’re looking for a Client Service Associate to:
provide best-in‑class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
perform administrative duties that support daily business practices
Salary information
(Bloomington): $58,000 to $75,000.
Job Type : Full Time.
Job Reference # : 331396BR.
City : Bloomington.
Your team : You’ll be working as part of Vaudreuil Wealth Management in our Bloomington, MN office. Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
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
You are:
independent, motivated, proactive, and focused to take action
passionate about the client experience
excellent communicator, with solid interpersonal skills
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.
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 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.
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Client Associate, Registered
role at
UBS .
We’re looking for a Client Service Associate to:
provide best-in‑class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
perform administrative duties that support daily business practices
Salary information
(Bloomington): $58,000 to $75,000.
Job Type : Full Time.
Job Reference # : 331396BR.
City : Bloomington.
Your team : You’ll be working as part of Vaudreuil Wealth Management in our Bloomington, MN office. Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
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
You are:
independent, motivated, proactive, and focused to take action
passionate about the client experience
excellent communicator, with solid interpersonal skills
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.
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 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