Service Associate

2 weeks ago


San Francisco, United States UBS Full time

Your role

Are you incredibly organized with an eye for detail? Are you a skilled multitasker?

We're looking for a service associate to:

• undertake preparatory work, transaction processing, and control and reconciliations tasks• provide support and advice for Team Associates and Financial Advisors• see that Operations processes - like order entry and trade error processing - comply with regulations, guidelines, standards and policies• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function• maintain risk awareness and regulatory knowledge

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?

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'll be working within a WMA Office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.

Your expertise

You have:• ideally 1+ years of experience in client service, within the finance sector• a Bachelor's degree or equivalent, focusing on finance

You are:• an excellent communicator, with solid interpersonal skills• detail oriented• proficient in Microsoft Office Suite• bilingual, proficient in Mandarin (preferred)

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

Salary information

CA, CO, WA and NY based roles: The salary range for this role is $66,500 to $70,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits. #J-18808-Ljbffr


  • Service Associate

    3 weeks ago


    San Francisco, California, United States tapwage Full time

    ShareYour roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?We're looking for a service associate to:undertake preparatory work, transaction processing, and control and reconciliations tasks- provide support and advice for Team Associates and Financial Advisors- see that Operations processes – like order entry and trade...


  • San Francisco, United States Associa Full time

    The Community Assistant is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A Comm Customer Service, Associate, Community Manager, Service, Customer, Retail, Property Management


  • San Francisco, United States PSG Global Solutions Full time

    The Registered Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to F Client Service, Registered, Associate, Client, Financial Advisor, Business Services, Staffing, Support


  • San Francisco, United States Associa Full time

    Job Description The Community Assistant is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A Community Assistant must possess a service-oriented attitude, as well as a friendly and personable...


  • San Francisco, United States Associa Full time

    Job Description The Community Assistant is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A Community Assistant must possess a service-oriented attitude, as well as a friendly and personable...


  • San Francisco, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Client Services team in San Francisco. In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an investor has been based upon the values of integrity, teamwork,...


  • San Francisco, United States Ronald McDonald House Charities Bay Area Full time

    Job DescriptionJob DescriptionSalary: Guest Services Associate, UCSF Benioff Children’s Hospital Mission Bay Position DescriptionABOUT RONALD MCDONALD HOUSE CHARITIES BAY AREA: Ronald McDonald House Charities Bay Area (RMHC Bay Area) envisions a world where all children have access to health care and their families are fully supported and actively involved...


  • San Francisco, United States Harrison Gray Search & Consulting Full time

    Job DescriptionJob DescriptionHarrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Client Services team in San Francisco.In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an investor has been based upon the values...


  • San Francisco, United States California College of the Arts Full time

    **San Francisco** The Associate Director, Payroll Services oversees and directs all aspects of payroll administration while maintaining operational effectiveness and support services for 1,700+ employees including faculty, staff, and student workers. Reporting to the Acting Chief Financial Officer and Treasurer, the associate director leads the maintenance...


  • San Francisco, United States Hertz Full time $22

    Wage: 22/HRThe Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. Qualifications: Strong oral and written communication skills....


  • San Francisco, United States CareerBuilder Full time

    **Associate Service Manager, Tech Ops - San Francisco, CA** ????Vehicle Service????San Francisco, California?? ID115574???? Teslas Associate Service Managers are responsible for driving excellent results in customer service and operational efficiency in our service centers. Expectations and Responsibilities * Our Associate Service Managers must assist in the...


  • San Francisco, United States Alliance Redwoods Full time

    Alliance Redwoods is a year-round Christian Camp and Conference Center nestled in the heart of the California Redwoods, which provides a magnificent 115-acre outdoor classroom for students to learn and grow, and serves over 55,000 visitors per year. Our mission is to provide "Service as Tall as our Trees", and we are seeking a Guest Services Associate who...


  • San Francisco, CA, United States Grant Thornton International Ltd Full time

    As the Income Franchise Tax Senior Associate, you’ll deliver a full range of tax planning, consulting, and compliance services for your multiple clients – all with the resources, environment, and support to help you excel. You’ll collaborate with the Income/Franchise Tax team and work closely with staff on various tax matters, on all phases of project...


  • US-101, San Francisco, CA, USA Hertz Full time

    Hertz - JobID: 24508 [Auto Service Technician] As a Service Associate at Hertz, you'll: Load, transport and deliver items to clients or businesses in a safe, timely manner; Ensure items are delivered in proper condition; Review orders before and after delivery to ensure orders are complete, the charges are correct, and the customer is satisfied; Assist with...


  • San Diego, United States Associa Full time

    Job Description The Customer Service Associate is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A customer service associate must possess a service-oriented attitude, as well as a friendly...


  • San Diego, United States Associa Full time

    Job Description The Customer Service Associate is responsible for assisting customers with any troubles or inquiriesthat they might have. Often, customer service associates help customers over the phone or viaemail, but they may also deal with customers in person. A customer service associate must possessa service-oriented attitude, as well as a friendly and...

  • Design Associate

    2 weeks ago


    San Francisco, United States FLEXFORM San Francisco & Los Angeles Full time

    33SIXTY is growing and looking for design associates for its existing location and a newly expanded one coming soon. We are a company focused on relationships, exceptional service and professionalism. If you enjoy luxury and design this is an opportunity for you. Note this is a sales position, we kindly request not to apply unless interested in sales....

  • Design Associate

    2 weeks ago


    San Francisco, United States FLEXFORM San Francisco & Los Angeles Full time

    33SIXTY is growing and looking for design associates for its existing location and a newly expanded one coming soon. We are a company focused on relationships, exceptional service and professionalism. If you enjoy luxury and design this is an opportunity for you. Note this is a sales position, we kindly request not to apply unless interested in sales....

  • Design Associate

    2 weeks ago


    San Francisco, United States FLEXFORM San Francisco & Los Angeles Full time

    33SIXTY is growing and looking for design associates for its existing location and a newly expanded one coming soon. We are a company focused on relationships, exceptional service and professionalism. If you enjoy luxury and design this is an opportunity for you. Note this is a sales position, we kindly request not to apply unless interested in sales....

  • Real Estate Associate

    2 weeks ago


    San Francisco, United States Hamilton Families Full time

    Job DescriptionJob DescriptionReal Estate Associate Position Type: Full-Time, on-site + fieldLocation: 832 Folsom, San Francisco, CACompensation: $28/hour + $1.50 bilingual premium Union Representation: OPEIU Local 29Priority Application Deadline: Sunday, Apirl 21st, 2024Hamilton Families Our mission is to end family homelessness in the San Francisco Bay...