Client Associate
UBS
Client Associate
United States - New Jersey
Business management, administration and support, Management and Business Support
Global Wealth Management
Your role
We are looking for a client associate/office administrator to:
• 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
• support the branch management team
administratively
• assist with resolving client issues
• support the hiring process and maintain all HR
functions
• assist in the administrative aspects of licensing and
registration for all registered employees
Job Reference #
316677BR
City
Warren
Job Type
Full Time
Your team
You'll be working in the Warren, New Jersey office where you will play important role in supporting our wealth management business.
Your expertise
• ideally2-5] years of experience in client service, within
the finance sector
• bachelor degree focusing on business management and
finance
• 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.