Client Associate

UBS

3.3

FL

Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career

  • #273151

    Position summary

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

    We’re looking for a Private Wealth Management 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

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    What are UBS perks and benefits

    Maternity leave coaching

    Backup child care

    Paid paternity

    Paid maternity

    Paid adoptive

    About the company

    Industry: Finance: Diversified

    From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. 

    We work with individuals, families, institutions, and ...

    Why you should apply for a job to UBS:

  • 61% say the CEO supports gender diversity

  • Ratings are based on anonymous reviews by Fairygodboss members.
  • UBS provides 20 weeks of gender-neutral paid leave to care for the birth, adoption or foster care placement of a child

  • The Bright Horizons Care Advantage Program offers backup/emergency childcare including Care Advantage benefits & additional family support

  • To date, our Career Comeback Program has helped 230 talented individuals (91% women) launch their career