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Client Service Associate

Company: UBS
Location: San Mateo
Posted on: November 12, 2021

Job Description:

Your roleDo you enjoy going above and beyond and ensuring client's needs are met and exceeded?We're looking for a Client Service Associate to:--- perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)--- assist clients with questions and requests related to their accounts--- maintain our team calendar and assist clients with scheduling appointments--- assist with and participate in client events--- complete firm-initiated projects--- participate in team projects and meetingsAs a Client Service Associate will play a significant role in client's Private Wealth Management needs and will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.Your teamYou will be working with one of the Premier Wealth Teams in the bay area. Our focus is to provide world-class advice and service to our clients. Our team culture centers around leadership and support, high performance, and work/life balance. You will be surrounded by great people, challenged, given opportunities, and encouraged to grow.Your expertise--- series 7 & 66 preferred --- ideally 2-3+ years of experience in the financial services industry and a leader amongst your peers--- bachelor's degree--- proactive, organized and can provide world-class service--- detail oriented and value accuracy--- take full ownership of your role and can be held accountable--- love helping others and developing relationships with clients--- experienced with phone etiquette and communicating via email--- comfortable sharing your opinion and participating in team discussions--- you enjoy working with others in a team-based environment--- passionate and growth-minded, exploring ways to grow within your role and seeking out professional developmentAbout usExpert 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?Join usWe'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 StatementsUBS 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.

Keywords: UBS, San Mateo , Client Service Associate, Other , San Mateo, California

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