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UBS
Sioux Falls, SD, United States
6 days ago
Morgan Stanley
Sioux Falls, SD, United States
9 days ago
UBS
Sioux Falls, South Dakota, United States
6 days ago

Description

Job Reference #
237027BR

Your role
Are you truly service oriented? Do you know how to take care of people?
 
We're looking for a Client Service 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

Title
Client Service Associate

City
Sioux Falls

Job Type
Part Time

Country / State
United States - South Dakota

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

Join us
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

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.

Your expertise
• ideally 5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, business
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
proficient in Microsoft Office Suite

About us
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?




Your role
Are you truly service oriented? Do you know how to take care of people?
 
We're looking for a Client Service 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


Your team
Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

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.


Your expertise
• ideally 5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, business
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
proficient in Microsoft Office Suite

Requisition #: 237027BR

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Job Information

  • Job ID: 58860522
  • Location:
    Sioux Falls, South Dakota, United States
  • Position Title: Client Service Associate
  • Company Name: UBS
  • Job Type: Part-Time
US

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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