Client Associate

Job Reference #
317385BR

Job Type
Full Time

Your role
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:

– 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

Detailed salary information:

• Palo Alto: the salary range for this role is $68000 to $75000
  
  

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team
You’ll be working as part of a Private Wealth Management team. We help high ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise
You have:

– a college degree in Business, Finance, or Accounting required

– 1-3 years of client service experience

– series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire

– excellent skills in Microsoft Office Suite and other technologies

– excellent written and verbal communication skills

– general knowledge of capital markets preferred

You are:

– an excellent communicator, with solid interpersonal skills

– detail oriented (nothing gets past you)

– proficient in Microsoft Office Suite

Other details:

– Hours 7:30 am to 4:00 pm, PST

About Us
UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

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. 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.

Salary Information
US Only: The expected salary range for this role is $68000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.