Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Client Associate image - Rise Careers
Job details

Client Associate - job 2 of 2

Job Reference #297583BRJob TypeFull TimeYour roleAre 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 activitiesYour teamYou’ll be working within a WMA branch office where we provide advice-based solutions. Our financialadvisors deliver a fully integrated set of products and services specifically designed to address the needs ofultra-high net worth and high-net worth individuals and families.Your expertise• ideally 0-2 years of experience in client service, within the finance sector• SIE, Series 7 + 66 or 65• bachelor's or master`s degree or equivalent, focusing on finance• excellent communicator, with solid interpersonal skills• detail oriented• proficient in Microsoft Office SuiteAbout UsUBS 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 HireWe may request you to complete one or more assessments during the application process. Learn moreJoin usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?Disclaimer / Policy StatementsUBS 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.
UBS Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
UBS DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of UBS
UBS CEO photo
Sergio P. Ermotti
Approve of CEO

Average salary estimate

Estimate provided by employer
$12 / HOURLY (est.)
min
max
$10
$13

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgro...

39 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
July 24, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Company
Posted 5 days ago
Company
UBS Remote United States - Remote
Posted 7 months ago
Company
Posted 3 months ago