United States - Minnesota

Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations

Global Wealth Management

Your role

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We’re looking for a Client Service Associate to:

• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices

Job Reference #

306859BR

City

Wayzata

Job Type

Full Time

Your team

You’ll be working as part of Lake Street Private Wealth. 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. As a Client Associate, you’ll play an important role providing excellent service to our Financial Advisors and clients.

Your expertise

You are:
• committed to providing top-notch client service
• an excellent communicator, with solid interpersonal skills
• series 7 and 66 licensed or willingness to obtain after hire

You have:
• ideally 5 years of experience in client service, within the finance sector
• bachelor's degree or equivalent, focusing on finance, communication, business

About us

UBS is the world’s 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

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 it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re 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.