What are the responsibilities and job description for the Client Associate position at UBS?
United States - Ohio
Business management, administration and support
Global Wealth Management
Job Reference #
315171BR
City
Toledo
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
We’re looking for a 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
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
- greet and assist clients and visitors to the branch, providing exceptional service
- create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations functions
- coordinate branch office business meetings and maintain the branch calendar
- carry out cash management functions, process securities and correspondence, and keep records
- maintain risk awareness and regulatory knowledge
Your team
You’ll be working in the Toledo, OH branch. We 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. As a Client Associate, you’ll play an important role in the daily operations of the branch and developing quality strategies customized to client needs.
Your expertise
- ideally 1-3 years of relevant branch/office operations experience
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- independent, motivated, proactive and focused to take action
- passionate about the client experience, with strong interpersonal skills
- self-starter who is comfortable managing complex and evolving situations
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.
