Client Service Associate
Your roleAre you truly service oriented? Do you know how to take care of people?We are looking for a Client Service Associate 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 activitiesJoin usAt 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 excellent communication and people skills detail oriented (nothing gets past you) highly efficient in getting things done pro-active and capable of working independently proficient in Microsoft Office ideally 3-5 years experience in client service, with financial services and registered Series 7 and 66 licensesAbout usUBS 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? Recommended Skills Customer Service Finance Interpersonal Skills Microsoft Office Self Motivation Series 7 General Securities Representative License (Stockbroker) Estimated Salary: $20 to $28 per hour based on qualifications.
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 activitiesJoin usAt 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 excellent communication and people skills detail oriented (nothing gets past you) highly efficient in getting things done pro-active and capable of working independently proficient in Microsoft Office ideally 3-5 years experience in client service, with financial services and registered Series 7 and 66 licensesAbout usUBS 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? Recommended Skills Customer Service Finance Interpersonal Skills Microsoft Office Self Motivation Series 7 General Securities Representative License (Stockbroker) Estimated Salary: $20 to $28 per hour based on qualifications.
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