Home
/
Customer Service
/
Client Associate
Client Associate-May 2024
Miami
May 10, 2026
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Associate

  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

  • help with the preparation of reports and other materials for client meetings

  • collect the right documentation for opening new accounts and service requests

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

  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.

  Your team

  You'll be working in the Malpartida team in Miami. We provide training that will benefit our customers. As a Client Associate, you'll play an important role in our team.

  Your expertise

  • ideally two years of experience in client service, within the finance sector

  • bachelor degree preferred, focusing on Finance

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  About us

  UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Client Associate
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 • educa
Client Associate
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 clien
Field Service Representative
Eaton's Electrical Engineering Services & Systems division is currently seeking a Field Service Representative. The expected annual salary range for this role is $58,500 - $85,800 a year. Please
Client Relations Account Rep
TYPE: direct hire PAY: $23.50-$24.50/hour HOURS: 37.5 hours/week Monday through Friday LOCATION: 100% remote MUST-HAVEs: -2 years benefits or HR exp. Ex: need to know what a deductible is -2 years of
Full-Time Customer Service Supervisor
At Kohl's our strategy is to become the most trusted retailer of choice for the active and casual lifestyle. Be part of a team culture that values diversity and inclusion, works hard to help each oth
Customer Care Representative II (Afternoon shift)
Cencora, previously known as AmerisourceBergen, is a leading global pharmaceutical solutions organization centered on improving lives. Ranked #21 on the Global Fortune 500, our team members are unite
Associate Brand Manager Acute Care (m/f/d) EMEA
Why join Stryker? We are proud to be named one the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine! Learn more about our award-winning organization by visiting stryker.
Call Center Agent
Eaton's Corporate Sector division is currently seeking a Call Center Agent. What you'll do: Job Summary Provide single point of contact for commercial support to our distributors and sales engineers
Remote Call Center Associate
Basic Qualifications: • 1 year of Customer Service in a medical office or hospital • 1 year of computer experience with Windows PC apps • 1 year of work from home experience Requirements: Job Role in
Lead Vehicle Service Agent
About Avis Budget Group We don't just rent cars. We're changing the way people move. Across our world-famous brands - Avis, Budget, Zipcar, and Apex - we're leading the way for the global mobility in
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved