UBS Financial Services
UBS Financial Services

60 Ubs Jobs Hiring Near You

... with the financial services team in Westport, CT. We provide benefits. This benefits our client ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... financial advisors who deliver products and services specifically designed for them. The team ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... UBS's risk appetite • evaluate transactional risk across OTC derivatives, securities financing ... services position • strong quantitative risk analysis skills gained in a credit risk, market risk ...

Retirement Plan Admin

Weehawken, NJ · On-site

$70K - $93K/yr

... role within financial services, wealth management, or a related environment • strong ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

Does financial data excite you? We're looking for a Registered Client Associate to: • assist ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

... of financial services and wealth management, and a desire to learn more • Worked in a similar ... LI-UBS About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

Service Associate

Newport Beach, CA · On-site

$60K - $77K/yr

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 ...

Sales Assistant

New York, NY · On-site

$130K/yr

... institutional financial services environment • Solid understanding of financial markets and ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

Service Associate

San Francisco, CA · On-site

$85K - $95K/yr

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 ...

... financial services preferred). • Ideally 5-15 years in a risk or risk adjacent role within ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

... on financial services) or a top management consulting firm with significant background in third ... Visit ubs.com/careers. Your Career Comeback We are open to applications from career returners. Find ...

... UBS Wealth Management Americas located in Weehawken, New Jersey. You will report to the Lead Program Manager of Mutual Funds. Your expertise • Ideally 5+ years experience in the financial services ...

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

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 ...

Showing results 21-40

Client Associate

Client Associate

UBS

Westport, CT • On-site

Other

Posted 6 days ago


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'll be working with the financial services team in Westport, CT. We provide benefits. This benefits our client segment. As a Client Associate, you'll play an important role in benefit.
You'll be working for a team of Financial Advisors in Westport, CT. As a Client Associate, you'll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions.
Your expertise
• Series 7 and 66 licenses, not needed at time of hiring
• Ideally 3-5 years of experience in client service, within the finance sector, or;
• College degree, focusing on Finance/Banking
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
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.

UBS Financial Services logo

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