United States - Texas

Business management, administration and support

Global Wealth Management

Your role

•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

Job Reference #

309666BR

City

The Woodlands

Job Type

Full Time

Your team

You’ll be working in the Wealth Management team in the Woodlands, TX office. As a Client Service Associate, you will paly an important role in working with a professional and highly respected team.

Your expertise

•ideally 3+ years of financial services industry experience with a Registered Investment Advisor, broker/dealer or wire house
•FINRA SIE, Series 7 and 66 licenses (for registered CSAs only)
•attention to detail, multi-tasking, and critical thinking skills required
•exceptional client services skills
•excellent communication and interpersonal skills
•able to adapt to changes in the work environment, manage competing demands and work with frequent changes, delays or unexpected events
•position requires a high level of confidentiality
•excellent organization skills
•proficient in Microsoft Office Suite/365

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.