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Client Associate
Client Associate-November 2024
Merrick Park
Nov 21, 2024
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Associate

  Your role

  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

  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?

  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.

  Your team

  You'll be working at the UBS International office in Coral Gables. 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.

  Your expertise

  • Series 7 and 66 licenses or willingness to obtain after hire

  • Experience in client service, within the financial sector

  • Bachelor's Degree or Equivalent

  • Excellent communicator, with solid interpersonal skills

  • Detail oriented (nothing gets past you)

  • Proficient in Microsoft Office

  • Bilingual in English and Spanish preferred

  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

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