UBS Financial Services
UBS Financial Services

60 Ubs Strategy Associate Jobs Hiring Near You

Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ... strategic advice and capital solutions to clients operating across the financial services landscape.

Service Associate

Newport Beach, CA · On-site

$60K - $77K/yr

Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

Client Associate

Chicago, IL · On-site

$60K - $70K/yr

... execute strategic initiatives to better service the clients • help with the preparation of ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

Client Associate

Chicago, IL · On-site

$70K - $76K/yr

Your role Are you skilled at developing wealth management strategies? Does financial data excite ... Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and seek to empower ...

Service Associate

San Francisco, CA · On-site

$85K - $95K/yr

Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

Service Associate

Newport Beach, CA · On-site

$17 - $22.50/hr

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 ...

Your role Are you skilled at developing wealth management strategies? Does financial data excite ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... their strategic financing needs. Acting as a bridge between issuers and investors, the team ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

Service Associate

Denver, CO · On-site

$16.25 - $21.50/hr

Our financial advisors deliver a fully integrated set of products and services specifically ... Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during ...

... strategies to enhance client coverage and drive business growth • deliver confident and effective ... 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 ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

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

... financial advisors who deliver products and services specifically designed for them. As a ... 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 ...

Showing results 21-40

Registered Client Service Associate

Registered Client Service Associate

UBS

Florham Park, NJ • On-site

Other

Posted 8 days ago


Job description

Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Registered Client Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• provide support for client relationship building and business development activities
• 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
Your team
You will be working with a team in the Florham Park, NJ office
Your expertise
• series 7 and 66 licenses
• ideally 5+ years of experience in client service, within the finance sector
• bachelor's degree or equivalent preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical
• team player
• proficient in Microsoft
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.

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