Description
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
• Leverage various communication channels to keep in touch with clients
• Collect the right documentation for opening new accounts and process service requests
• Help with the preparation of reports and other materials for client meetings
• Plan team marketing events and maintain marketing materials
• Provide the team with a detailed calendar of activities
Your team
You’ll be working with a dynamic, growing team in Burbank, CA. As a Client Associate, you’ll play an important role within the team, leading client service focus.
Your expertise
• SIE, Series 7 and Series 66 required (or must be obtained within 180 days)
• Ideally 2 years of experience in client service, finance or banking sector preferred
• Bachelor’s degree (preferred), focusing on financial market
• Excellent communicator, with solid interpersonal skills
• Detail and service oriented (nothing gets past you)
• Proficient in Microsoft Office Suite and other technologies
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 .
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States – California – Pasadena min USD 65000 – max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits . We may, at our sole discretion, provide additional variable compensation or awards.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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.
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.