Home
/
Customer Service
/
Client Associate
Client Associate-January 2024
Miami
Jan 9, 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
Customer Specialist
6050 - Tallahassee - 3500 W Tennessee St, Tallahassee, Florida, 32304 CarMax, the way your career should be! About this job As a Customer Specialist, you will be empowered to provide an iconic experi
Patient Services Worker
Job Description The Patient Service Worker Service is responsible for responding to inbound calls and requests for patient service menu ordering needs, interpretation, and follow-through of patient d
Customer Service Representative
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Sr Customer Service Representative - French speaking - Dispatch team
Job Description FRENCH speaking Senior Customer Service Representative, Dispatch Team Location: Budapest How will you make an impact? When you're part of the team at Thermo Fisher Scientific, you'll
Teller I (US) - 20 hrs - Falmouth, ME
Hours Flexible to include weekends Job Details The Teller I provides legendary Customer Service while processing Customer transactions face-to-face for a variety of routine to more complex financial
Bilingual Customer Service Representative- Work from Home
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Customer Service Representative I
Job Description About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue of approximately $40 billion. Our Mission is to enable our cus
Contact Center Representative II (US) BL Spanish Feb 12th GVL
Hours 40 Department Overview Welcome to TD. How can I help? Helping is at the heart of all we do within TD's Contact Center, and we're proud of the value we deliver over the phone 24 hours a day, 7 d
Cashier
Job Description Our best Cashiers love greeting guests, solving problems, and are great at keeping track of operations. You?ll be responsible for processing transactions, balancing cash, and providin
Customer Service Consultant - Hybrid
Earn $20.00/hr plus commission 7971 - Phoenix CEC - 1515 W. 14th Street, Tempe, Arizona, 85281 CarMax, the way your career should be! Provide an iconic customer experience As a Customer Service Consu
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved