Client Service Associate
$14 - $19.25/hr
... services and capabilities • help with the preparation of reports and other materials for client ... The team's primary focuses are portfolio management and structuring thoughtful financial plans to ...
60 Ubs Client Services Associate Jobs Hiring Near You
Client Service Associate
$14 - $19.25/hr
... services and capabilities • help with the preparation of reports and other materials for client ... The team's primary focuses are portfolio management and structuring thoughtful financial plans to ...
Client Service Associate
$13.75 - $19/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
$13.75 - $19/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 Associate
Wayzata, MN · On-site
$55K - $65K/yr
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
Wayzata, MN · On-site
$55K - $65K/yr
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Registered Client Associate
Sarasota, FL · On-site
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers.
Registered Client Associate
Sarasota, FL · On-site
... meet their financial goals through financial advisors who deliver products and services ... Visit ubs.com/careers.
Managing Director, UGM OTC Equity Solutions
New York, NY · On-site
$350K - $500K/yr
Your role UBS Financial Services INC is seeking a Managing Director, UGM OTC Equity Solutions in ... from the client's perspective and the UBS's perspective based on changes in stock volatility ...
Managing Director, UGM OTC Equity Solutions
New York, NY · On-site
$350K - $500K/yr
Your role UBS Financial Services INC is seeking a Managing Director, UGM OTC Equity Solutions in ... from the client's perspective and the UBS's perspective based on changes in stock volatility ...
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... considered A Client Associate, Registered services clients and provides operational and ...
... the Financial Services Industry? UBS is seeking individuals like you to participate in our ... considered A Client Associate, Registered services clients and provides operational and ...
... 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 ...
Your role We are seeking a highly motivated Advisor Marketing & Content Associate to support a ... UBS policies • Maintain a strong understanding of the financial services landscape, industry ...
Your role We are seeking a highly motivated Advisor Marketing & Content Associate to support a ... UBS policies • Maintain a strong understanding of the financial services landscape, industry ...
Your expertise • ideally 1 year of experience in client services, within the finance sector • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Your expertise • ideally 1 year of experience in client services, within the finance sector • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... service, within the finance sector • [bachelor degree preferred], focusing on finance • ... Visit ubs.com/careers.
... service, within the finance sector • [bachelor degree preferred], focusing on finance • ... Visit ubs.com/careers.
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... 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 ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... 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 ...
Client Associate
Lake Oswego, OR · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • ideally 1 year of experience in client services, within the finance sector • ...
Client Associate
Lake Oswego, OR · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • ideally 1 year of experience in client services, within the finance sector • ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... service, within the finance sector • bachelor's degree preferred, focusing on Finance • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... service, within the finance sector • bachelor's degree preferred, focusing on Finance • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... 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 ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... 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 ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... services and capabilities • Help with the preparation of reports and other materials for client ... Finance, Management and Business Support Join us At UBS, we know that it's our people, with their ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
... services and capabilities • Help with the preparation of reports and other materials for client ... Finance, Management and Business Support Join us At UBS, we know that it's our people, with their ...
Senior Strategist, Family Advisory & Philanthropy Services
New York, NY · On-site
$130K - $173K/yr
... client engagements across governance, decision making, succession, leadership transition, next ... and UBS Financial Advisors to deliver insights, advice and execution on wealth transition ...
Senior Strategist, Family Advisory & Philanthropy Services
New York, NY · On-site
$130K - $173K/yr
... client engagements across governance, decision making, succession, leadership transition, next ... and UBS Financial Advisors to deliver insights, advice and execution on wealth transition ...
Service Associate
$17 - $22.50/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 • ...
Service Associate
$17 - $22.50/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 • ...
Service Associate
San Francisco, CA · On-site
$85K - $95K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
Service Associate
San Francisco, CA · On-site
$85K - $95K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
Service Associate
Newport Beach, CA · On-site
$60K - $77K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
Service Associate
Newport Beach, CA · On-site
$60K - $77K/yr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
Service Associate
$15 - $19.75/hr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
Service Associate
$15 - $19.75/hr
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Our financial advisors deliver a fully integrated set of products and services specifically ...
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 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
• provide the team with a detailed calendar of activities
Your team
You'll be working in the newly renovated Kenwood Branch with The Ellis Group . The Ellis Group is a Private Wealth Management team that works with a smaller number of high-net-worth families, entrepreneurs, and executives to help them achieve financial success. The team has been frequently recognized by Forbes and Barron's as one of the top wealth management teams in the country. The team's primary focuses are portfolio management and structuring thoughtful financial plans to help clients pursue their goals. Of great importance to the team is creating a positive work environment and opportunities for team members to grow their talents. The Ellis Group is looking for a Client Associate to help with the day-to-day servicing of client account needs and someone who is passionate about building lasting relationships with clients.
Your expertise
• series 7 and 66 licenses is preferred
• ideally 2+ years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail oriented
• 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.
Are you truly service oriented? Do you know how to take care of people?
We're looking for a 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
• provide the team with a detailed calendar of activities
Your team
You'll be working in the newly renovated Kenwood Branch with The Ellis Group . The Ellis Group is a Private Wealth Management team that works with a smaller number of high-net-worth families, entrepreneurs, and executives to help them achieve financial success. The team has been frequently recognized by Forbes and Barron's as one of the top wealth management teams in the country. The team's primary focuses are portfolio management and structuring thoughtful financial plans to help clients pursue their goals. Of great importance to the team is creating a positive work environment and opportunities for team members to grow their talents. The Ellis Group is looking for a Client Associate to help with the day-to-day servicing of client account needs and someone who is passionate about building lasting relationships with clients.
Your expertise
• series 7 and 66 licenses is preferred
• ideally 2+ years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail oriented
• 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.
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