UBS jobs

Registered Client Associate

Key responsibilities

Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered 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...

Client Associate

Key responsibilities

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 ...

Client Associate

Key responsibilities

Are you truly service-oriented? Please share an example of how you deliver exceptional client service. We're looking for a Client Associate to: • Keep management systems up to date with accurate and complete client information • Educate clients on account services, processes, and platform capabilities • Prepare reports and materials to support client meetings and reviews • Collect, review, and verify documentation for new accounts and service requ...

Registered Client Service Associate

Key responsibilities

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 ...

Intern

Key responsibilities

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business cont...

Registered Client Associate

Key responsibilities

We're looking for a Registered 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

Branch Office Administrator

Key responsibilities

• support the branch management team administratively • assist with resolving client issues • communicate and implement our administrative and risk management guidelines and policies • support the hiring process and maintain all HR functions, including payroll for support staff • assist in the administrative aspects of licensing and registration for all registered employees • coordinate and plan branch office business meetings and various activi...

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