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 help manage service requests
• Help with logistics of team marketing events, develop and maintain marketing materials
• provide the team with a detailed calendar of activities

Job Reference #

313063BR

City

Louisville

Job Type

Full Time

Your team

Generations Private Wealth specializes in helping families and business owners navigate the complexities of wealth accumulation, management, and transfer. We’re not only experienced investment managers, we’re financial planning advocates who partner with clients to design strategies which align with their needs, goals, and values.

Our relationship with clients goes beyond traditional wealth management and planning. We believe that holistic wealth management includes providing exceptional service. To do this, we intentionally keep the number of families we serve small; that way we can keep our commitment to go above and beyond and provide exceptional service to each and every client.

Your expertise

• series 7 and 66 licenses
• 0-3 years of work experience
• bachelor's degree
• 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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.