United States - California

Business management, administration and support

Global Wealth Management

Your role

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
• complete firm-initiated projects
• participate in team projects and meetings

As 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.

Detailed Salary Information by city(ies):
• Los Gatos: the salary range for this role is $66500 to $70000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

300026BR

City

Los Gatos

Job Type

Full Time

Your team

You 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

• ideally 3-5+ years of experience in the financial services industry and a leader amongst your peers
• bachelor's degree
• proactive and organized
• detail oriented and value accuracy
• provide world-class service

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

Salary information

US Only: The expected salary range for this role is $66500 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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.