What are the responsibilities and job description for the Client Associate position at UBS?
Your role
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
Full Time
Job Reference #
337307BR
City
Lake Oswego
Your team
You’ll be working in the Lake Oswego office, supporting TRACK Wealth Management in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
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. And we 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.
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
- serve private wealth clients with the utmost accuracy and care
- carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
- support a team of professionals in delivering the service model
- educate clients on account services and capabilities
- keep management systems up to date with client information
- help with the preparation of reports and other materials for client meetings
- track and execute client service and operational activities with a high degree of professionalism
- coordinate detailed calendar of activities
- Field phone calls and work
Full Time
Job Reference #
337307BR
City
Lake Oswego
Your team
You’ll be working in the Lake Oswego office, supporting TRACK Wealth Management in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
- ideally 1 year of experience in client services, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Teams
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. And we 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.