What are the responsibilities and job description for the Client Associate position at UBS?
Your role
- Support a global wealth management team in delivering exceptional client service and experience
- Manage several tasks in a fast-paced environment, while delivering accurate and timely results
- Work directly with sophisticated ultra-high net worth clients including corporate executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing
- Keep management systems up-to-date with client information
- Educate clients on account services and capabilities
- Accurately collect documentation for service requests
- Collaborate with all team members on various projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements
Your team
You'll be working as part of Wealth Management Americas. Specifically, you'll be working with "The Burish Group", a team of 35 professionals who help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. The team's founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron's Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.
Your expertise
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?
