Client Associate
San Antonio, TX · 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 ...
60 Ubs Customer Associate Jobs Hiring Near You
Client Associate
San Antonio, TX · 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
$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 ...
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 ...
Client Associate
Pasadena, CA · On-site
Your expertise • ideally 2 years of experience in client service, finance or banking sector ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Pasadena, CA · On-site
Your expertise • ideally 2 years of experience in client service, finance or banking sector ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Clayton, MO · On-site
... in client service, specifically within the finance sector. • Bachelor's degree preferred ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Clayton, MO · On-site
... in client service, specifically within the finance sector. • Bachelor's degree preferred ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Miamisburg, OH · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... meet their financial goals through financial advisors who deliver products and services ...
Client Associate
Miamisburg, OH · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... meet their financial goals through financial advisors who deliver products and services ...
Client Associate
Bloomington, MN · On-site
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Bloomington, MN · On-site
... in client service, preferably within the finance sector • bachelor's degree or equivalent ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
El Segundo, CA · On-site
... service, finance or banking sector preferred • bachelor's degree (preferred, not required ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
El Segundo, CA · On-site
... service, finance or banking sector preferred • bachelor's degree (preferred, not required ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Philadelphia, PA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • ideally 2-4 years of experience in client service, within the finance sector • ...
Client Associate
Philadelphia, PA · On-site
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... Your expertise • ideally 2-4 years of experience in client service, within the finance sector • ...
Client Associate
Boca Raton, FL · On-site
Your expertise • ideally 2-5 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
Your expertise • ideally 2-5 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
Sacramento, 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
Sacramento, 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
Miamisburg, OH · 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
Miamisburg, OH · 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
Knoxville, TN · 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
Knoxville, TN · 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
Danville, CA · 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
Danville, CA · 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
Bellevue, WA · On-site
Your expertise • ideally 3-7 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
Bellevue, WA · On-site
Your expertise • ideally 3-7 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
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
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
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
Boca Raton, FL · On-site
Your expertise • ideally 2-5 years of experience in client service, within the finance sector • ... Visit ubs.com/careers.
Client Associate
Boca Raton, FL · On-site
Your expertise • ideally 2-5 years of experience in client service, within the finance sector • ... Visit ubs.com/careers.
Client Associate
Boston, MA · On-site
Your expertise • ideally 1-3 years years of experience in client service, within the finance ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Client Associate
Boston, MA · On-site
Your expertise • ideally 1-3 years years of experience in client service, within the finance ... 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 Diego, CA · On-site
... meet their financial goals through financial advisors who deliver products and services ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
San Diego, CA · On-site
... meet their financial goals through financial advisors who deliver products and services ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
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'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be working with WM team in San Antonio.
Your expertise
• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Detail oriented (nothing gets past you)
• Bilingual Spanish required
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'll be working as part of Global Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You'll be working with WM team in San Antonio.
Your expertise
• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's degree or equivalent, focusing on Finance or Economics
• Excellent communicator, with top-notch interpersonal skills
• Analytical and logical
• Detail oriented (nothing gets past you)
• Bilingual Spanish required
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