Sign upLog in

Client Service Associate

UBS

Newport Beach, CA

Apply
JOB DETAILS
SKILLS
Artificial Intelligence (AI), Asset Management, Communication Skills, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Economics, Event Management, Event Marketing, Finance, Interpersonal Skills, Investment Services, Marketing Plan, Microsoft Office, Reporting Skills, Series 7, Wealth Management
LOCATION
Newport Beach, CA
POSTED
1 day ago
Your role

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

We're looking for a Client Service Associate to:

• 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

Your team

You'll be working on the Signature Legacy Wealth Advisors Team in Newport Beach, CA.

Your expertise

• SIE, Series 7 and 66 licenses (or the ability to gain all FINRA licenses within 180 days of start date)
• ideally 2-5 years of experience in client service, within the finance sector
• Bachelor degree preferred, focusing on Finance, Business, Economics or a related field
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

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.

About the Company

U

UBS