State: South Dakota
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Sioux Falls, South Dakota, United States (on-site)
5 days ago
Sioux Falls, South Dakota, United States
5 days ago
Job Type


Job Reference #

Business Divisions
Global Wealth Management

Your role
Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client Associate to:

• keep management systems up-to-date with client information
• 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
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Client Associate

Sioux Falls

Job Type
Full Time

Country / State
United States - South Dakota

Function Category
Business management, administration and support

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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 in the Sioux Falls, SD branch. As a Client Associate, you'll play an important role in client service.

Your expertise
• series 7 and 66 licenses or willing to obtain
• ideally 2 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on business
• 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

Requisition #: 293509BR


Job ID: 73858817
United States

UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. We combine our wealth management, investment banking and asset management businesses with our Swiss operations to deliver superior financial solutions.

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