What are the responsibilities and job description for the Client Associate position at UBS?
Your role
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We're looking for a Client Associate to :
- 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
- collect the right documentation for opening new accounts and service requests
Detailed salary information :
The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com / usbenefits.
Your team
You'll be working as part of Wealth Management Americas in our Minneapolis, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you'll play an important role providing excellent service to our Financial Advisors and clients.
Your expertise
You are :
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.
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?
Salary : $55,000 - $65,000
