United States - Nebraska

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

Global Wealth Management

Your role

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

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• handling day to day service requests from clients
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• provide support for client relationship building and business development activities

Job Reference #

331992BR

City

Omaha

Job Type

Full Time

Your team

You’ll be working with Financial Advisors for the Summit Wealth Management Group. 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 in in assisting the Financial Advisors in helping the clients meet their financial goals and servicing their day to day needs.

Your expertise

• ideally 2+ years of experience in client service, preferably within the finance sector
• bachelor’s degree or equivalent, focusing on business or finance
• excellent communicator, with solid interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets
• series 7 and 66 licenses preferred or willingness to obtain

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.