Home
/
Customer Service
/
Client Associate
Client Associate-August 2024
Las Vegas
Aug 2, 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 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

  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 Las Vegas, NV branch office.

  You will be the "front line" for client contact, client service issues, and processing the existing

  and new business for the advisors.

  Your expertise

  • series 7 and 66 licenses, preferred

  • experience in client service, within the finance sector

  • bachelor's degree or equivalent

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

  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
Pharmacy Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.In ac
Teller Full Time Bilingual Spanish Northgate
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Part Time Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Sales/Customer Specialist - Part Time
6039 - Boise - 4043 E. Elden Gray Street, Meridian, Idaho, 83642 CarMax, the way your career should be! About this job As a Customer Specialist, you will be empowered to provide an iconic experience
Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
Teller Part Time
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Cashier - Emerald Coast Convention Center
Job Description We?re looking for a ?Cashier? because ?Being Awesome? isn?t a job title we can use. The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything n
Customer Specialist
6095 - Denton - 4200 S I-35E, Denton, Texas, 76210 CarMax, the way your career should be! About this job As a Customer Specialist, you will be empowered to provide an iconic experience for our Custom
Cashier - M&T Bank Stadium
Job Description We?re looking for a ?Cashier? because ?Being Awesome? isn?t a job title we can use. The perfect recipe for a Cashier on our team? A bit of sugar and spice, and a pinch of everything n
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved