Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We’re looking for a Client Service Associate to:

• assist financial advisors in client conversations
• provide support for client relationship building and business development activities
• perform business analytics as needed to support financial advisors in the growth of the business
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings

Detailed salary information:
• Wayzata: the salary range for this role is $55000 to $65000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

317029BR

City

Wayzata

Job Type

Full Time

Your team

You’ll be working as part of Wealth Management Americas in our Wayzata, MN office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

• series 7 and 66 licenses or willing to obtain after hire
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on Finance or Business preferred
• analytical and logical (you can solve problems like nobody’s business)

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.

Salary information

US Only: The expected salary range for this role is $55000 to $65000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.