Client Associate

Your role Are you service oriented? Do you know how to take care of people? We're looking for a Full-Time Client Associate to: serve private wealth clients with the utmost accuracy and care carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities support a team of professionals in delivering the service model educate clients on account services and capabilities keep management systems up to date with client information help with the preparation of reports and other materials for client meetings track and execute client service and operational activities with a high degree of professionalism coordinate detailed calendar of activities field phone calls and work Job Type Full Time Job Reference #

337307BR

City Lake Oswego Your team You’ll be working in the Lake Oswego office, supporting TRACK Wealth Management in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care. Your expertise ideally 1 year of experience in client services, within the finance sector excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Teams About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. 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. #J-18808-Ljbffr UBS