What are the responsibilities and job description for the Client Associate position at UBS?
Job Reference #
322948BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
We’re looking for a Registered Client Service Associate to:
Your team
You’ll be working with a growing team in Santa Barbara benefiting our clients by offering all the firm has to offer. As a client service Associate, you’ll play an important role within the team leading client service focus.
Your expertise
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
We may request you to complete one or more assessments during the application process. Learn more
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. 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.
Salary Information
US Only: The expected salary range for this role is $55000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
322948BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps?
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
We’re looking for a Registered Client Service 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, daily weekly and monthly
- Leverage communication channels to enhance relationships with clients
- Identify and report process improvements in your own work scope
- El Segundo: the salary range for this role is $55000 to $70000
Your team
You’ll be working with a growing team in Santa Barbara benefiting our clients by offering all the firm has to offer. As a client service Associate, you’ll play an important role within the team leading client service focus.
Your expertise
- ideally 1 years of experience in client service, within the finance sector
- bachelor's or master`s degree or equivalent, focusing on day to day client service
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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
We may request you to complete one or more assessments during the application process. Learn more
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. 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.
Salary Information
US Only: The expected salary range for this role is $55000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Salary : $55,000 - $70,000