UBS Financial Services Client Service Associate in San Francisco, California
Client Service Associate
United States - California
Business management, administration and support
Global Wealth Management
Job Reference #:
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to:
•\tkeep management systems up-to-date with client information
•\teducate clients on account services and capabilities
•\thelp with the preparation of reports and other materials for client meetings
•\tcollect the right documentation for opening new accounts and service requests
•\tplan team marketing events and maintain marketing materials
•\tprovide the team with a detailed calendar of activities
You’ll be working on a Wealth Management team in San Francisco, CA. We work with high net worth and ultra-high net worth individuals and families on a daily basis and as Client Service Associate you’ll play an important role on the team.
•\tseries 7 and 66 licenses (preferred but can be obtained once onboard)
•\tideally 2-3 years of experience in client service, within the finance sector
•\tbachelor's or master`s degree or equivalent, focusing on Finance
•\texcellent communicator, with solid interpersonal skills
•\tdetail oriented (nothing gets past you)
•\tproficient in Microsoft Office Suite
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?
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, 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.