Client Associate

Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll: 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 Job Details Job Type: Full Time Job Reference #: 317302BR City: San Francisco Salary (US): $70,000 to $76,000 Your expertise Series 7 and 66 licenses Ideally 1+ years of experience in client service within the finance sector Bachelor’s degree focusing on Finance or Economics Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) 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. Equal Opportunity 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