Demo

Client Associate

UBS
UBS Salary
Louisville, KY Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/4/2025

Your role

Are you truly service oriented? Do you know how to take care of people?

We're 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 activities

Your team

You will be working with a Global Wealth Management Team in Louisville, Kentucky. We help high net worth and ultra-high net worth individuals and families meet their financial goals by providing products and services specifically designed for them

Your expertise

  • series 7 and 66 licenses preferred, not required
  • ideally 2 years of experience in client service, within the finance sector
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • proficient in 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.

    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?

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