Description

Job Reference #
331396BR

Business Divisions
Global Wealth Management

Your role
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:

• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices

Detailed salary information:
• Bloomington: the salary range for this role is $58000 to $75000
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.

Title
Client Associate, Registered

City
Bloomington

Job Type
Full Time

Country / State
United States - Minnesota

Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Your team
You'll be working as part of Vaudreuil Wealth Management in our Bloomington, MN office. Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
As a Client Associate, you'll play an important role providing excellent service to our clients and Financial Advisors.

Your expertise
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
- Ideally 5 years of experience in client service, within the finance sector.

You are:
- independent, motivated, proactive, and focused to take action
- passionate about the client experience
- excellent communicator, with solid interpersonal skills

About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information
US Only: The expected salary range for this role is $58000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 331396BR

r1d4rh5eu