UBS Financial Services
UBS Financial Services

60 Ubs Client Services Associate Jobs Hiring Near You

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 ...

... 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 ...

... in 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 ...

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 • ...

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 ...

... 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 ...

Service Associate

Newport Beach, CA · On-site

$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

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, within the finance sector • [bachelor degree preferred], focusing on finance • ... 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 • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

Service Associate

Denver, CO · On-site

$16.25 - $21.50/hr

Join us At UBS, we know that it's our people, with their diverse skills, experiences and ... 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

San Francisco, CA · On-site

$18.50 - $24.75/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 • ...

Client Associate

New York, NY · On-site

$55K - $75K/yr

Your expertise • ideally 1-3 years of experience in client service, within the finance sector • ... 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

Wayzata, MN • On-site

$55K - $65K/yr

Full-time

Posted 11 days ago


Job description

Your role
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks
are met and exceeded?
We're looking for a Client Service Associate to:
• provide a best-in-class client experience through active communication,
exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, process deposits and distributions
• perform administrative duties that support daily business practices
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'll be working as part of Private Wealth Management in our Wayzata, MN office. We help
ultra high net worth individuals and families meet their financial goals through financial advisors who deliver
products and services specifically designed for them. As a Client Associate, you'll play an important role
providing excellent service to our clients and Financial Advisors.
Your expertise
Your expertise
• series 7 and 66 licenses or willingness to obtain after hire
• ideally 5 years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, business
• 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.
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-Minnesota-Wayzata min USD 55000 - max USD 65000/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