Executive Team Assistant
Chicago, IL · On-site
Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ... Operations (35% of the role) • Work with our operations department to execute buy/sells for money ...
20 Ubs Operations Jobs Hiring Near You
Executive Team Assistant
Chicago, IL · On-site
Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ... Operations (35% of the role) • Work with our operations department to execute buy/sells for money ...
Client Associate
Chicago, IL · On-site
$75K - $90K/yr
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 ...
Client Associate
Chicago, IL · On-site
$75K - $90K/yr
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 ...
Executive Team Assistant
Chicago, IL · On-site
$60K - $70K/yr
Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ... Operations (35% of the role) • Work with our operations department to execute buy/sells for money ...
Executive Team Assistant
Chicago, IL · On-site
$60K - $70K/yr
Your team You will be working with UBS Financial Services - specifically UBS's Corporate Cash ... Operations (35% of the role) • Work with our operations department to execute buy/sells for money ...
Director, Business Risk Specialist
New York, NY · On-site
$175K - $180K/yr
Your role UBS Financial Services INC is seeking a Director, Business Risk Specialist in New York, N ... Operational risk management, control and governance frameworks; Microsoft Office Word, PowerPoint ...
Director, Business Risk Specialist
New York, NY · On-site
$175K - $180K/yr
Your role UBS Financial Services INC is seeking a Director, Business Risk Specialist in New York, N ... Operational risk management, control and governance frameworks; Microsoft Office Word, PowerPoint ...
Client Associate
Rocky River, OH · On-site
... service, operations, or support role within wealth management, private banking, or financial services About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Rocky River, OH · On-site
... service, operations, or support role within wealth management, private banking, or financial services About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Rocky River, OH · On-site
... service, operations, or support role within wealth management, private banking, or financial services About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate
Rocky River, OH · On-site
... service, operations, or support role within wealth management, private banking, or financial services About us UBS is a leading and truly global wealth manager and the leading universal bank in ...
Client Associate (DOD SkillBridge Trainee)
Newport Beach, CA · On-site
$65K - $75K/yr
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
Client Associate (DOD SkillBridge Trainee)
Newport Beach, CA · On-site
$65K - $75K/yr
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
Audit Expert-Americas Compliance
New York, NY · On-site
$100K - $140K/yr
GIA is an independent function that supports UBS in achieving its strategic, operational, financial ... the financial services industry. This experience could have been gained at a consulting firm ...
Audit Expert-Americas Compliance
New York, NY · On-site
$100K - $140K/yr
GIA is an independent function that supports UBS in achieving its strategic, operational, financial ... the financial services industry. This experience could have been gained at a consulting firm ...
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our ...
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 ... operational and supervision policy and procedure adherence and understanding. We are a ...
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 ... operational and supervision policy and procedure adherence and understanding. We are a ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
... financial services industry • Strong interpersonal communication skills with a client-first ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
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 ...
Registered Client Associate
Palo Alto, CA · On-site
$75K - $85K/yr
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 ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
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 ...
Registered Client Associate
Palo Alto, CA · On-site
$65K - $85K/yr
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 ...
Client Associate
Manhattan, NY · On-site
Your team You will be working in the Financial Services team in San Francisco and New York. Your ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
Manhattan, NY · On-site
Your team You will be working in the Financial Services team in San Francisco and New York. Your ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Registered Client Associate
San Francisco, CA · On-site
$65K - $85K/yr
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 ...
Registered Client Associate
San Francisco, CA · On-site
$65K - $85K/yr
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 ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in San Francisco and New York. Your ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...
Client Associate
New York, NY · On-site
$65K - $85K/yr
Your team You will be working in the Financial Services team in San Francisco and New York. Your ... 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
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 ...
Registered Client Associate
New York, NY · On-site
$75K - $85K/yr
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 ...
Registered 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. Salary information The indicative gross base salary range as a full-time ...
Registered 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. Salary information The indicative gross base salary range as a full-time ...
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 ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
... in the financial services industry and a leader amongst your peers • bachelor's degree • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
Senior Wealth Strategy Associate
Palo Alto, CA · On-site
$75K - $105K/yr
... in the financial services industry and a leader amongst your peers • bachelor's degree • ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...
UBS Financial Services Jobs Information
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Job description
Your role
The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services.
Your team
You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering separately managed fixed income investment programs for institutional investors.
Your expertise
Calendar & Scheduling Management
• Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings.
• Anticipate scheduling conflicts and proactively resolve them.
Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.
Team Business Manager support
• Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country.
• Work with team management to train and onboard interns throughout the year to support team business needs.
Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, post timely updates and managing content calendars.
Events & Engagement
• Plan, coordinate, and execute client and team events from concept to completion.
• Send out all client gifts and maintain inventory for client gifting.
Operations (35% of the role)
• Work with our operations department to execute buy/sells for money market purchases, open new accounts and support operations lead to all operational duties needed by the team.
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.
The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services.
Your team
You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering separately managed fixed income investment programs for institutional investors.
Your expertise
Calendar & Scheduling Management
• Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings.
• Anticipate scheduling conflicts and proactively resolve them.
Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.
Team Business Manager support
• Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country.
• Work with team management to train and onboard interns throughout the year to support team business needs.
Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, post timely updates and managing content calendars.
Events & Engagement
• Plan, coordinate, and execute client and team events from concept to completion.
• Send out all client gifts and maintain inventory for client gifting.
Operations (35% of the role)
• Work with our operations department to execute buy/sells for money market purchases, open new accounts and support operations lead to all operational duties needed by the team.
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