Client Associate
Chicago, IL · On-site
$75K - $90K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash ...
60 Ubs Financial Services Client Service Associate Jobs Hiring Near You
Client Associate
Chicago, IL · On-site
$75K - $90K/yr
Do you know how to take care of people? We're looking for a Client Associate to: • keep ... Your team You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash ...
Client Service Associate
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... financial advisors who deliver products and services specifically designed for them. As a ...
Client Service Associate
Pepper Pike, OH · On-site
$13.75 - $18.75/hr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... financial advisors who deliver products and services specifically designed for them. As a ...
Registered Client Service Associate
Florham Park, NJ · On-site
$65K - $85K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Registered Client Service Associate
Florham Park, NJ · On-site
$65K - $85K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
... services and capabilities • help with the preparation of reports and other materials for client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... services and capabilities • help with the preparation of reports and other materials for client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Service Associate
Cincinnati, OH · On-site
$14 - $19.25/hr
... chart their financial lives, and thrives in a collaborative team environment. • Schedule ... on UBS services and account features • Gather and process information needed for account opening ...
Client Service Associate
Cincinnati, OH · On-site
$14 - $19.25/hr
... chart their financial lives, and thrives in a collaborative team environment. • Schedule ... on UBS services and account features • Gather and process information needed for account opening ...
Client Service Associate
Pittsburgh, PA · On-site
$55K - $75K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
Client Service Associate
Pittsburgh, PA · On-site
$55K - $75K/yr
... services and capabilities • help with the preparation of reports and other materials for client ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Service Associate
Pittsburgh, PA · On-site
$13.50 - $18.75/hr
... services and capabilities • help with the preparation of reports and other materials for client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Service Associate
Pittsburgh, PA · On-site
$13.50 - $18.75/hr
... services and capabilities • help with the preparation of reports and other materials for client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... services and capabilities • Input client information into the financial planning tools and Firm ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... services and capabilities • Input client information into the financial planning tools and Firm ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Registered Client Associate
Chicago, IL · On-site
$55K - $75K/yr
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Chicago, IL · On-site
$55K - $75K/yr
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
... service requests Join us At UBS, we know that it's our people, with their diverse skills ... client service, within the finance sector • bachelor's degree or equivalent preferred • ...
... service requests Join us At UBS, we know that it's our people, with their diverse skills ... client service, within the finance sector • bachelor's degree or equivalent preferred • ...
Client Associate
Albany, NY · On-site
... client service, within the finance sector • [bachelor's or master`s degree] or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Albany, NY · On-site
... client service, within the finance sector • [bachelor's or master`s degree] or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate, Registered
Northbrook, IL · On-site
$65K - $85K/yr
... service requests Join us At UBS, we know that it's our people, with their diverse skills ... client service, within the finance sector • bachelor's degree or equivalent preferred • ...
Client Associate, Registered
Northbrook, IL · On-site
$65K - $85K/yr
... service requests Join us At UBS, we know that it's our people, with their diverse skills ... client service, within the finance sector • bachelor's degree or equivalent preferred • ...
... Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep ... Visit ubs.com/careers.
... Service Associate to: • Conduct order entry functions supporting the Financial Advisor keep ... Visit ubs.com/careers.
Client Associate
Bloomington, MN · On-site
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
Client Associate
Bloomington, MN · On-site
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
Client Associate
Miamisburg, OH · On-site
... client service, within the finance sector. • bachelor's degree preferred. • excellent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Miamisburg, OH · On-site
... client service, within the finance sector. • bachelor's degree preferred. • excellent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Miamisburg, OH · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... client service, within the finance sector. • bachelor's degree preferred. • excellent ...
Client Associate
Miamisburg, OH · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... client service, within the finance sector. • bachelor's degree preferred. • excellent ...
Service Associate
Warren, NJ · On-site
$16.25 - $21.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Your expertise • ideally 3 years of experience in client service, within the finance sector • ...
New
Service Associate
Warren, NJ · On-site
$16.25 - $21.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Your expertise • ideally 3 years of experience in client service, within the finance sector • ...
New
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
Your team You'll be working in the Financial Services team in Palo Alto. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in California. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
UBS Financial Services Jobs Information
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Job description
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client 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
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.
Your team
You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment programs for institutional investors.
Your expertise
• ideally 3+ years of experience in client service, within the finance sector
• [bachelor degree required], focusing on accounting role/financial reporting & analysis.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• series 7 and 66 licenses can be obtained within 180 days, it's not required to apply.
About us
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Illinois - Chicago min USD 75000 - max USD 90000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client 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
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.
Your team
You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment programs for institutional investors.
Your expertise
• ideally 3+ years of experience in client service, within the finance sector
• [bachelor degree required], focusing on accounting role/financial reporting & analysis.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• series 7 and 66 licenses can be obtained within 180 days, it's not required to apply.
About us
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Illinois - Chicago min USD 75000 - max USD 90000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and 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. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US