Client Service Associate

Your role

Are you 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

Join us

At 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?

Your expertise

Series 7 and 66 licenses, not needed at time of hiring

Ideally 3-5 years of experience in client services in the financial sector or

College degree focusing on banking

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.