Global Wealth Management

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Client Associate

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United States - Idaho

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Management and Business Support

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Global Wealth Management

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Job Reference #

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339368BR

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City

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Ketchum

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Job Type

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Full Time

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Your role

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A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service request

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Your team

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You''ll be working in the Sun Valley Private Wealth office.

Key Deliverables:

• Leverage communications channels to enhance relationships with clients
• Maintain management systems with up to date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients.

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Your expertise

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Client Focus

Risk & Professional Behavior

Teamwork and Collaboration

Integrating Diversity

Communication and Impact

Drive and Commitment

Planning and Organizing

Problem Analysis

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About us

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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.

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How we hire

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We may request you to complete one or more assessments during the application process. Learn more

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Join us

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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.

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Disclaimer / Policy statements

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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.

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n Client Associate | UBS - Experienced professionals - job boardsn

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