UBS Financial Services
UBS Financial Services

60 Ubs Client Services 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 ...

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 ...

... 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 advisors to provide a high level of service and a seamless client experience. As a ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

Your team You'll be working in the Financial Services team in San Francisco. Your working location ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

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 ...

Your team You'll be working in the Financial Services team in New York. Your working location will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

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 ...

... 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 ...

... 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 • ...

Your role UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New ... Client Advisor, Wealth Management, or a related occupation. Alternate Education & Experience ...

Client Associate

San Francisco, CA · On-site

$65K - $85K/yr

Your team You will be working in the Financial Services team in San Francisco. Your working ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

... Associate services clients and provides operational and administrative support to Financial ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

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 service, within the finance sector • bachelor degree preferred, focusing on Finance • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for ... Finance, Management and Business Support Join us At UBS, we know that it's our people, with their ...

Your role • Serve as a primary point of contact for client inquiries, account service needs ... financial services About us UBS is a leading and truly global wealth manager and the leading ...

next page

Showing results 1-20

UBS Financial Services Jobs Information

Client Associate

Client Associate

UBS

Chicago, IL • On-site

$75K - $90K/yr

Full-time

Posted 21 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
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.

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