UBS Financial Services
UBS Financial Services

60 Ubs Strategy Associate Jobs Hiring Near You

... 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 ...

Service Associate

Boca Raton, FL · On-site

$15 - $20/hr

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 ...

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 ...

Service Associate

San Francisco, CA

$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 ...

US Rates Strategist

New York, NY · On-site

$158K - $186K/yr

Your role UBS is seeking an intellectually curious and analytically driven individual to join our ... In this role, you will: • Produce timely, high-quality research notes and strategy pieces on US ...

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 ...

Equity Strategist

New York, NY · On-site

$145K - $172K/yr

Our goal is to be the top strategy team on the street, providing the best views and insights to ... Finance or an equivalent certification (e.g., a CFA Charterholder) About us UBS is a leading 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 ...

Our team delivers tailored products, strategies and services for the families we serve. As a Client ... Your expertise • Client service experience within the finance, hospitality or similar industries ...

... financial models alongside seasoned credit judgment to assess relative value, downside risk, and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... focus on financial services) with significant background in analyzing, structuring, and ... Visit ubs.com/careers. Your Career Comeback We are open to applications from career returners. Find ...

Client Service Associate

Cincinnati, OH

$14 - $19.25/hr

... services and capabilities • help with the preparation of reports and other materials for client ... The team's primary focuses are portfolio management and structuring thoughtful financial plans to ...

... strategic priorities Join us At UBS, we know that it's our people, with their diverse skills ... on financial services) or a top management consulting firm with significant background in third ...

Client Service Associate

Newport Beach, CA

$15.50 - $21.50/hr

... services and capabilities • help with the preparation of reports and other materials for client ... 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 ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

Municipal Credit Strategist

New York, NY · On-site

$140K - $180K/yr

... financial models alongside seasoned credit judgment to assess relative value, downside risk, and ... Join us At UBS, we know that it's our people, with their diverse skills, experiences and ...

... client service, within the finance sector • bachelor degree preferred, focusing on Finance • ... Visit ubs.com/careers. Salary information The indicative gross base salary range as a full-time ...

Showing results 41-60

Client Service Associate

Client Service Associate

UBS

Palm Beach Gardens, FL • On-site

$13.75 - $19/hr

Full-time

Posted 17 days ago


Job description

Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a somebody 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
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 will be working as part of a Financial Advisor team in the Palm Beach Gardens Office. As a Client Associate, you'll play an important role on the team.
Your expertise
• series 7 and 66 licenses
• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on finance, business administration, or related field
• 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.

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