Client Associate

4 weeks ago


Menlo Park, 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

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

As a Client Associate you will play a significant role in client's Wealth Management needs and will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.

Your expertise

• ideally 3-5+ years of experience in the financial services industry and a leader amongst your peers• proactive and organized• detail oriented and value accuracy• provide world-class service

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.

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



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