Client Associate

New Today

Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client 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
Detailed salary information: • Carmel, CA: the salary range for this role is $55,000 to $65,000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working in the Carmel Office. You will administrative support to one of our top Wealth Management teams while providing excellent client service to their ultra high net worth clients and prospects.
Your expertise
• FINRA Series 7 and 66 licenses are preferred • ideally 2+ years of experience in client service, within the finance sector • Bachelor degree preferred, focusing on business or finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
We have a presence in all major financial centers in more than 50 countries.
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. 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.
Apply
Location:
Carmel-By-The-Sea, CA, United States
Category:
Office And Administrative Support Occupations

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