UBS Financial Services Client Service Associate Intern in San Francisco, California
We are looking for an intern who can provide operational and administrative support for our financial advisor and our clients. In order to succeed in this role you should have a passion for client service, a desire to work on a collaborative team and you take pride in your work. You need to be an excellent communicator (both verbal and written) that is detail oriented and can be trusted to work independently, and take ownership of a task from beginning to end.
-assist 6 of your team members in completing daily tasks
-help with the preparation of reports and other materials for clients
-collect the right documentation for opening new accounts and service requests
-work with vendors to facilitate transferring in client assets
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
You’ll be working as part of Wealth Management Americas. 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. Your team will consist of one financial advisor and six support staff members.
• a genuine interest in developing a career in Wealth Management
• a balanced resume which includes solid academic performance and campus involvement
• currently enrolled in an accredited college/graduate school academic program
• an excellent communicator, with solid interpersonal skills
• detailed oriented
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 179088BR
Business Divisions: Global Wealth Management
Title: Client Service Associate Intern
City: San Francisco
Job Type: Part Time
Country / State: United States - California
Function Category: Business management, administration and support