Team Associate

Your role Are you truly service oriented? Do you know how to take care of people? Were 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 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 its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were 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 Youll be working with a team in the Paramus, NJ office and 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. Diversity helps us grow, together. Thats why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients Your expertise • series 7 & 66 and/or 65 & 63 licenses • ideally 5+ years of experience in client service, within the finance sector • bachelors or master`s degree or equivalent, focusing on finance • excellent communicator, with top-notch interpersonal skills • analytical and logical (you can solve problems like nobodys business) • team player About us UBS is the worlds 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

Created: 2025-01-23