Client Associate
Job Posting for Client Associate at UBS
United States - California
Business management, administration and support
Global Wealth Management
Job Reference #
295881BR
City
Palo Alto
Job Type
Full Time
Your role
Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?
We’re looking for a Client Service Associate to:
We’re looking for a Client Service Associate to:
- perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
- assist clients with questions and requests related to their accounts
- complete firm-initiated projects
- participate in team projects and meetings
Your team
You will be working with one of the premier institutional consulting teams in the country, consisting of five investment professionals, providing advice and services to approximately 25 institutions and 60 private clients. Combined assets are in the range of $4 billion. Senior team members have worked together for over two decades, and client retention has been exceptional and consistent.
Your expertise
- series 7 & 66 required
- ideally 3-5 years of experience in the financial services industry and a leader amongst your peers
- bachelor's degree
- excellent communication skills (verbal / writing)
- strong quantitative / math skills
- proactive and organized
- detail oriented and value accuracy
- collaborative team player and positive attitude
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.
We have a presence in all major financial centers in more than 50 countries.
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $70,000 to $85,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
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?
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 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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