What are the responsibilities and job description for the Client Associate position at UBS?
Job Reference #
330673BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for an Executive Team Assistant to:
You’ll be working with the Plaza Wealth Management team in Kansas City, MO. We provide full service wealth
management services to high net worth clients. As an Executive Team Assistant, you’ll play an important role
in helping our clients meet their financial goals.
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. 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.
330673BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for an Executive Team Assistant to:
- keep management systems up-to-date with client information
- help with the preparation of reports and other materials for client meetings
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
You’ll be working with the Plaza Wealth Management team in Kansas City, MO. We provide full service wealth
management services to high net worth clients. As an Executive Team Assistant, you’ll play an important role
in helping our clients meet their financial goals.
Your expertise
- ideally 5 years of experience in client service, within the finance sector
- 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. 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.