Your role

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

　　We're looking for a Client Associate to:

　　• schedule, manage client appointments & prepare meeting materials

　　• check monthly reports, monthly distribution lists and follow up on client paperwork

　　• answer calls

　　• scan, upload client documents, mail client forms, enter disbursements

　　• follow up with annuity and insurance carriers

　　• marketing projects

　　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 will be working with an a well established team of advisors in the Beaumont, TX office assisting high net worth individuals and institutions meet their goals through advisors who deliver products and services specifically designed for them.

　　Your expertise

　　• focused on obtaining your FINRA regulatory licenses

　　• experience in the financial sector or working towards a college education

　　• excellent communicator, with solid interpersonal skills

　　• analytical and logical (you can solve problems like nobody's business)

　　• team player

　　• 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