We’re looking for a dedicated individual fulfil a dual role as a Client Service Associate and Office Administrator to:
• support the Market with administrative and branch technology related tasks
• assist with resolving client issues
• perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
• assist clients with questions and requests related to their accounts
• complete firm-initiated projects
• participate in team projects and meetings
• assist branch management with Market events, initiatives, and ad-hoc projects.

Job Reference #

314929BR

City

Atlanta

Job Type

Full Time

Your team

You’ll be working on a PWM team in Atlanta, GA. As a Client Associate, you’ll play an important role in client relationships.

Your expertise

• ideally 3-5+ years of experience in client service, within
the financial services industry
• bachelor’s degree preferred
• excellent communicator, with solid interpersonal skills
• proactive and organized
• detail oriented and value accuracy
• series 7 and 66 licenses (for registered CSAs only)

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.