Description

Job Reference #
336537BR

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 Associate to:

• educate clients on account services and capabilities
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests

Title
Client Associate

City
Bloomington

Job Type
Full Time

Country / State
United States - Minnesota

Function Category
Business development, Business management, administration and support

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 Wealth Management Americas. 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. As a Client Associate, you'll play an important role providing excellent service to our Financial Advisors and clients.

Your expertise
• 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.
• Strong organizational and time management skills with the ability to manage priorities independently
• Clear, professional communication and strong interpersonal skills
• Proficiency in Microsoft Office, including Outlook, Word, and Excel
Prior administrative or client service experience preferred

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.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Minnesota - Bloomington min USD 55000 - max USD 60000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.



Requisition #: 336537BR

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