Client Service Associate

Full Time | East York Thorncliffe Park, ONTARIO | 12 months
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Job Summary

Full Time

$45,713 Average salary of similar jobs | Check Salary...

Job Description


Job Reference #: 160746BR

Business Divisions: Wealth Management Americas

Your role: Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll:
– 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: Menlo Park

Job Type: Full Time

Country / State: United States - California

Function Category: Business management, administration and support

What we offer: Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Why UBS? Video

Take the next step: Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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: You’ll be working as part of our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your experience and skills: You have:
– a high school diploma
– client service experience
You are:
– an 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 almost 900 offices and more than 50 countries. Do you want to be one of us?

Posted 06/17/2018

  • Full Time position
  • Compensation will be Market Rate

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