What are the responsibilities and job description for the Client Associate position at UBS?
United States - Nebraska
Finance
Global Wealth Management
Job Reference #
312605BR
City
Lincoln
Job Type
Full Time
Your role
We’re looking for a Client Associate to:
- educate clients on account services and capabilities
- coordinate daily tasks and projects, working seamlessly with teammates
- collect the right documentation for opening new accounts and managing service requests
- keep management systems up-to-date with client information
- help with the preparation of reports and other materials for client meetings
Your team
You’ll be working with The Dworak Group in the Lincoln, NE location. As a Client Associate, you’ll play an important role interacting with both the team and clients.
Join Us
At UBS and with The Dworak Group, we are dedicated to helping clients, their families, and their businesses grow, preserve, and pass on all they have achieved.
Our mission is to earn the trust of our clients and add value to each of our relationships by providing a personalized and customized wealth management experience that includes exceptional client service. The unique skills, backgrounds, and experiences each team member brings contributes to our ongoing success. Are you ready to be part of The Dworak Group?
Join Us
At UBS and with The Dworak Group, we are dedicated to helping clients, their families, and their businesses grow, preserve, and pass on all they have achieved.
Our mission is to earn the trust of our clients and add value to each of our relationships by providing a personalized and customized wealth management experience that includes exceptional client service. The unique skills, backgrounds, and experiences each team member brings contributes to our ongoing success. Are you ready to be part of The Dworak Group?
Your expertise
- detail and service oriented (nothing gets past you)
- good written and verbal communication skills
- dynamic and flexible team player
- self-starter who takes ownership of tasks
- client service experience preferred
- series 7 and 66 licensed or goal to acquire within a time period
- college degree is 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.
We have a presence in all major financial centers in more than 50 countries.
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?
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.
