Client Associate
Rochester, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
60 Ubs Client Services Associate Jobs Hiring Near You
Client Associate
Rochester, NY · On-site
... client service, within the finance sector • college degree, focusing on finance/banking • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Northbrook, IL · On-site
$65K - $85K/yr
Your expertise • ideally 5+ 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 ...
Client Associate
Northbrook, IL · On-site
$65K - $85K/yr
Your expertise • ideally 5+ 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 ...
Client Associate
Northbrook, IL · On-site
Your expertise • ideally 5+ 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
Northbrook, IL · On-site
Your expertise • ideally 5+ 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
Boca Raton, FL · On-site
... client service, within the finance sector • Bachelor degree preferred, focusing on Business or ... Visit ubs.com/careers.
Client Associate
Boca Raton, FL · On-site
... client service, within the finance sector • Bachelor degree preferred, focusing on Business or ... Visit ubs.com/careers.
Client Associate
Chicago, IL · On-site
$70K - $76K/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
Chicago, IL · On-site
$70K - $76K/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
New York, NY · On-site
$70K - $76K/yr
... service, within the finance sector • Bachelors degree preferred, focusing on Finance • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
New York, NY · On-site
$70K - $76K/yr
... service, within the finance sector • Bachelors degree preferred, focusing on Finance • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Client Associate
Houston, TX · On-site
Your expertise • Ideally 2-3 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
Houston, TX · On-site
Your expertise • Ideally 2-3 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
Atlanta, GA · On-site
... 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 ...
Client Associate
Atlanta, GA · On-site
... 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 ...
Client Associate
Boca Raton, FL · On-site
... client service, within the finance sector • Bachelor degree preferred, focusing on Business or ... Visit ubs.com/careers.
Client Associate
Boca Raton, FL · On-site
... client service, within the finance sector • Bachelor degree preferred, focusing on Business or ... Visit ubs.com/careers.
Client Associate
Paducah, KY · On-site
Your expertise ideally 2 years of experience in client service, within the finance sector excellent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Paducah, KY · On-site
Your expertise ideally 2 years of experience in client service, within the finance sector excellent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Chicago, IL · On-site
... meet their financial goals through financial advisors who deliver products and services ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Chicago, IL · On-site
... meet their financial goals through financial advisors who deliver products and services ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Manhattan, NY · On-site
... service, within the finance sector • Bachelors degree preferred, focusing on Finance • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Manhattan, NY · On-site
... service, within the finance sector • Bachelors degree preferred, focusing on Finance • ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Chesterfield, MO · On-site
... client service, within the finance sector - bachelor degree preferred - excellent communicator ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Chesterfield, MO · On-site
... client service, within the finance sector - bachelor degree preferred - excellent communicator ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Tulsa, OK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... in client service, within the finance sector • Bachelor degree preferred • excellent ...
Client Associate
Tulsa, OK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... in client service, within the finance sector • Bachelor degree preferred • excellent ...
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
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
Knoxville, TN · On-site
... 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 ...
Client Associate
Knoxville, TN · On-site
... 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 ...
Supervisory Officer, UBS Wealth Advice Center
Weehawken, NJ · On-site
$105K - $130K/yr
... with Financial Advisors and Client Service Associates within the Wealth Advice Center. You will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Supervisory Officer, UBS Wealth Advice Center
Weehawken, NJ · On-site
$105K - $130K/yr
... with Financial Advisors and Client Service Associates within the Wealth Advice Center. You will ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
Tulsa, OK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... in client service, within the finance sector • Bachelor degree preferred • excellent ...
Client Associate
Tulsa, OK · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... in client service, within the finance sector • Bachelor degree preferred • excellent ...
Client Associate
Hartford, CT · On-site
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 Associate
Hartford, CT · On-site
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 Associate
Philadelphia, PA · On-site
Your expertise • ideally 2-4 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
Philadelphia, PA · On-site
Your expertise • ideally 2-4 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 ...
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 support a team of Financial Advisors in Rochester, NY with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support and client service.
Your expertise
• series 7 and 66 licenses (for registered CSAs only licenses preferred but not needed at the time of hire.
• ideally 3-5 years of experience in client service, within the finance sector
• 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.
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 support a team of Financial Advisors in Rochester, NY with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support and client service.
Your expertise
• series 7 and 66 licenses (for registered CSAs only licenses preferred but not needed at the time of hire.
• ideally 3-5 years of experience in client service, within the finance sector
• 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.
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