Client Associate
San Francisco, CA · On-site
Your expertise • Ideally 1-3 years of experience in client service, within the finance sector • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
60 Ubs Jobs Hiring Near You
Client Associate
San Francisco, CA · On-site
Your expertise • Ideally 1-3 years of experience in client service, within the finance sector • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Los Angeles, CA · On-site
$65K - $85K/yr
... financial products, services, and regulatory requirements • Team-oriented approach with a proactive mindset and commitment to delivering the UBS client experience About us UBS is a leading and ...
Client Associate
Los Angeles, CA · On-site
$65K - $85K/yr
... financial products, services, and regulatory requirements • Team-oriented approach with a proactive mindset and commitment to delivering the UBS client experience About us UBS is a leading and ...
Debt Capital Markets, Director
New York, NY · On-site
$275K/yr
... financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Debt Capital Markets, Director
New York, NY · On-site
$275K/yr
... financial services industry database and tools including PowerPoint, Excel, Dealogic, Bloomberg ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Investment Banking - FIG
New York, NY · On-site
$275K/yr
... the financial services landscape. Your expertise - Significant experience in investment banking ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Investment Banking - FIG
New York, NY · On-site
$275K/yr
... the financial services landscape. Your expertise - Significant experience in investment banking ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Rocky River, OH · On-site
... financial services 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 ...
Client Associate
Rocky River, OH · On-site
... financial services 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 ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
... in the financial services industry and a leader amongst your peers • bachelor's degree • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
... in the financial services industry and a leader amongst your peers • bachelor's degree • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
Rocky River, OH · On-site
... financial services 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 ...
Client Associate
Rocky River, OH · On-site
... financial services 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 ...
Implementation Product Specialist, Workplace Wealth Solutions
Weehawken, NJ · On-site
$160K - $220K/yr
Your expertise • ideally, 2+ years of experience in Financial Services industry preferred • ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Implementation Product Specialist, Workplace Wealth Solutions
Weehawken, NJ · On-site
$160K - $220K/yr
Your expertise • ideally, 2+ years of experience in Financial Services industry preferred • ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
... UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across ... financial services • strong written and verbal communication skills • exceptional attention to ...
... UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across ... financial services • strong written and verbal communication skills • exceptional attention to ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Service Associate
Newport Beach, CA · On-site
$17 - $22.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Service Associate
Denver, CO · On-site
$16.25 - $21.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Service Associate
Denver, CO · On-site
$16.25 - $21.50/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Wealth strategy Associate
La Jolla, CA · On-site
$70K - $95K/yr
... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... Your expertise • series 7 and 66 licenses • ideally 5 years of experience in client service ...
Wealth strategy Associate
La Jolla, CA · On-site
$70K - $95K/yr
... financial advisors for potential change Join us At UBS, we know that it's our people, with their ... Your expertise • series 7 and 66 licenses • ideally 5 years of experience in client service ...
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 ...
Audit Expert, IB Execution Services & Research
New York, NY · On-site
$120K - $160K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • bachelor or master degree or equivalent focusing on finance, business ...
Audit Expert, IB Execution Services & Research
New York, NY · On-site
$120K - $160K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • bachelor or master degree or equivalent focusing on finance, business ...
... 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 ...
Service Associate
Warren, NJ · On-site
$16.25 - $21.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Service Associate
Warren, NJ · On-site
$16.25 - $21.75/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
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 ...
Product Manager, Digital Solutions & AI (Wealth Management)
New York, NY · On-site
$200K - $275K/yr
... with deep financial services experience - ideally Wealth Management / private banking • ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Product Manager, Digital Solutions & AI (Wealth Management)
New York, NY · On-site
$200K - $275K/yr
... with deep financial services experience - ideally Wealth Management / private banking • ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Service Associates
Plano, TX · On-site
$15.25 - $20.25/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
Service Associates
Plano, TX · On-site
$15.25 - $20.25/hr
Our financial advisors deliver a fully integrated set of products and services specifically ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
New
... 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 ...
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
Your team
You will be working in the Financial Services team in San Francisco. Your working location will be based in San Francisco, California. 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
• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• Cantonese and or Mandarin is a plus
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.
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.
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
Your team
You will be working in the Financial Services team in San Francisco. Your working location will be based in San Francisco, California. 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
• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
• Cantonese and or Mandarin is a plus
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.
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.
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