Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• build the team's digital marketing plan using the firm's tools
• 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
• keep management systems up-to-date with client information

Job Reference #

316565BR

City

Coral Gables

Job Type

Full Time

Your team

Our team located in Coral Gables is currently seeking a full-time, entry level, skilled and team-oriented individual to join our growing team as a Client Associate.
The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic team environment. You will play a vital role in delivering outstanding service to our valued clients by providing client relationship and account support, resolving client issues and be the first point of contact for both prospective and existing clients

Your expertise

You are:
• committed to providing top-notch client service
• an excellent communicator, with solid interpersonal skills
• SIE, series 7 and 66 licenses, or willing to obtain within 6 months of hire
• ideally 1-3 years of experience in client service, within the finance sector
• Bachelor degree preferred
• 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.

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. 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.