Client Associate
Job Overview
- Company Name UBS
- Job Start Date Fri, 08 Dec 2023 08:11:32 GMT
- Job Type Part Time
- Job Source Careerjet
Job title: Client Associate
Job description: Business Divisions
Global Wealth Management
Your role
Are 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
Function Category
Business management, administration and support
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 team
You’ll be working in the Richmond, Virginia office for a large producing team of advisors. You will be an integral part of the team bringing your administrative expertise and knowledge to support the everyday tasks needed for the team.
Your expertise
- series 7 and 66 licenses preferred
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator and multi-tasker 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.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Source:
