What are the responsibilities and job description for the Client Associate position at UBS?
United States - Virginia
Business management, administration and support
Global Wealth Management
Job Reference #
312086BR
City
Richmond
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for an experienced Client Associate to:
We’re looking for an experienced Client 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
Your team
You will be working with our top team in our Richmond, Virginia office. They provide premier service to a very level of clients and need someone who can work well within their team and with their client base.
Your expertise
Series 7 & Series 66 licenses preferred.
2-5 years experience in the Financial Services Industry.
Excellent attention to detail.
Premier client service provider.
Excellent communication skills and multi-tasker.
Proficient with Microsoft Office Suite
2-5 years experience in the Financial Services Industry.
Excellent attention to detail.
Premier client service provider.
Excellent communication skills and multi-tasker.
Proficient with Microsoft Office Suite
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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.
