United States - Minnesota

Business development, Business management, administration and support

Global Wealth Management

Your role

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
Our new Client Associate will play a significant role in our client's Wealth Management needs and will be a member of our Operations Group – ensuring all administrative tasks are completed at a world-class level.
We’re looking for a Client Service Associate to:
• be an Administrative partner helping families build amazing lives of significance – connecting their wealth to the people they love and the causes they care about
• 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, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
• support team's business development efforts by maintaining marketing materials, including digital and social media platforms, and planning client events

Job Reference #

336457BR

City

Wayzata

Job Type

Full Time

Your team

You’ll be working as part of Shafer Block Wealth Management in our Wayzata, MN office. We believe in Total Family Wealth. Each of our team members plays an integral role in helping clients achieve their financial goals. As a Client Associate, you’ll play an important role providing excellent service to our Financial Advisors and clients.

Your expertise

You have:
– bachelor's degree or equivalent, focusing on finance, communication, or business
– series 7 and 66 licenses or willingness to obtain after hire
– Ideally 5 years of experience in client service, within the finance sector.

You are:
– an excellent communicator, with solid interpersonal skills
– committed to providing top-notch client service
– comfortable working both independently and collaboratively

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

The indicative gross base salary range as a full-time equivalent role:
• United States - Minnesota - Wayzata min USD 55000 - max USD 65000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.