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Client Associate

4 months ago


Palo Alto, United States UBS Full time

Your role

Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?

We're looking for a Client Service Associate to:

* perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
* assist clients with questions and requests related to their accounts
* complete firm-initiated projects
* participate in team projects and meetings

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise

* series 7 & 66 required
* ideally 3-5+ years of experience in the financial services industry and a leader amongst your peers
* bachelor's degree
* excellent communication skills (verbal / writing)
* strong quantitative / math skills
* proactive and organized
* detail oriented and value accuracy
* collaborative team player and positive attitude

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.