Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

We’re looking for a [job title] to:

• guide a team of client service associates (CSAs), making sure all requests and alerts are addressed
• educate clients on account services and capabilities, and train CSAs to do the same
• prioritize account service requests and review daily reports so they can be appropriately delegated or processed
• oversee the client onboarding process and client meetings
• support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
• manage the use of team technology and ensure all team members are trained accordingly

Job Reference #

319630BR

City

Houston

Job Type

Full Time

Your team

You’ll be working on our Wealth Management team in Houston. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise

• ideally 3-5 of experience as a financial services CSA, administrative manager, operations manager or similar role
• series 7 and 66 (bachelor`s degree a plus)
• demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
• skilled at managing people
• strong written and verbal communicator (and you know how to handle challenging situations)
• Bilingual-Spanish is required
• independent, motivated, proactive, and focused

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.