Client Service Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client Service 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

Your team

You'll be working in the newly renovated Kenwood Branch with The Ellis Group . The Ellis Group is a Private Wealth Management team that works with a smaller number of high-net-worth families, entrepreneurs, and executives to help them achieve financial success. The team has been frequently recognized by Forbes and Barron's as one of the top wealth management teams in the country. The team's primary focuses are portfolio management and structuring thoughtful financial plans to help clients pursue their goals. Of great importance to the team is creating a positive work environment and opportunities for team members to grow their talents. The Ellis Group is looking for a Client Associate to help with the day-to-day servicing of client account needs and someone who is passionate about building lasting relationships with clients.

Your expertise

• series 7 and 66 licenses is preferred
• ideally 2+ years of work experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite

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.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.