United States - District of Columbia

Finance

Global Wealth Management

Your role

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

We’re looking for a Client Associate to:

•support and maximize the PWA’s time with responsibilities such as managing a complex schedule and detailed travel planning, tracking continuing education requirements, drafting emails and reports, and acting as gatekeeper for communication including phone and email
•enter expense reports
•Support team with scheduling assistance, logistics, and document preparation/delivery related to client meetings and calls
•assist team as needed with backup support for client operations such as entering wires, sending checks, UBS online services, etc.
•assist with gifting and creating “wow” moments
•manage team’s pod within the UBS DC office to ensure cleanliness, tech set up, supplies in stock, and décor
•complete firm-initiated projects
•participate in team projects, dinners, trips, and meetings

Detailed salary information:
• Washington: the salary range for this role is $76000 to $85000
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 #

332886BR

City

Washington

Job Type

Full Time

Your team

You will be working with a DC-based Private Wealth Management team that is dedicated to helping families thrive by providing a truly exceptional experience. Our team culture centers around leadership and support, high performance, and fun. You will be surrounded by high performers, challenged, given opportunities, and encouraged to grow.

Your expertise

•At least 3 years of experience in a Client Associate role in the finance sector
•SIE, Series 7 and 66 licenses preferred but not required
•bachelor's degree
•excellent communication, organization, and writing skills
•Attention to detail / value accuracy
•You have grit, show consistent dedication, and are comfortable with complex problem-solving
•Growth mindset; you set goals and do what it takes to achieve them
•Accountable to your results
•Dedicated to providing exceptional client service
•Comfortable sharing your opinion and participating in team discussions
•Act with urgency; adapt to the pace of the team and stay efficient

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

Salary information

US Only: The expected salary range for this role is $76000 to $85000 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 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.