Client Associate

UBS; Westport (CA); Presencial; USD 50.000 - 75.000; Jornada completa

Descripción de la vacante

UBS Group AG in Westport, Connecticut, is seeking a client-service professional to join our WMA branch office. You will support ultra-high net worth and high-net worth clients with an integrated set of services and products, collaborating with a small, advisory-focused team.

The role emphasizes clear communication, attention to detail, and proficiency with Microsoft Office. We hire for client service experience in finance and a collaborative mindset, with support for ongoing development and an

Formación

• Ideally 2 years of client service experience in finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; thorough and accurate.
• Proficient in Microsoft Office Suite.

Conocimientos

Client service in finance

Interpersonal communication

Attention to detail

MS Office

Herramientas

Microsoft Office Suite

Descripción del empleo

United States - Connecticut

Business management, administration and support

City

Westport

Job Type

Full Time

The team

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial
advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

Your skills and experience

• ideally 2 years of experience in client service, within the finance sector


• excellent communicator, with solid interpersonal skills


• detail oriented (nothing gets past you)


• proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.