Home
/
Customer Service
/
Client Service Associate
Client Service Associate-August 2024
San Mateo
Aug 8, 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 Service Associate

  Your role

  Do you enjoy going above and beyond and ensuring client's needs are met and exceeded?

  We're looking for a Client Service Associate to:

  • perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)

  • assist clients with questions and requests related to their accounts

  • complete firm-initiated 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

  As a Client Service Associate, you will play a significant role in clients' institutional and private wealth management needs and will be a member of our Operations Group - ensuring all administrative tasks are completed at a world-class level.

  Your expertise

  • ideally 3-5+ years of experience in the financial services industry and a leader amongst your peers

  • bachelor's degree

  • excellent communication skills (verbal / writing)

  • strong quantitative / math skills

  • proactive and organized

  • detail oriented and value accuracy

  • collaborative team player and positive attitude

  • provide world-class service

  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 Base Sales Leader - USA Virtual
Customer Base Sales Leader Are you passionate about building relationships and ensuring company success? Are you excited about working in a fast-paced goal-oriented team? Our Story At Alight, we beli
Customer Service Rep I
Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! What do our Customer Service Representatives (CSR) do? Our CSR's are the first contact to help resolve customers' concerns. They are
Customer Onboarding Adminstrator
Job Description : Job Title: Customer Onboarding Administrator Location: Belfast Contract terms: Permanent, part-time (21hrs a week) About us Diageo is the world's leading premium drinks business wit
Account Manager
This is Adyen Adyen is the financial technology platform of choice for leading companies. By providing end-to-end payments capabilities, data-driven insights, and financial products in a single globa
Merchant Support Representative
About Paysafe Paysafe (NYSE: PSFE) (PSFE.WS) is a leading payments platform with an extensive track record of serving merchants and consumers in the global entertainment sectors. Its core purpose is
Patient Access Specialist II
Location: Southlake Multi-specialty and Urgent Care Clinic Department: Southlake Facility Shift: Varying Shifts (United States of America) Standard Weekly Hours: 36 Summary: Registration is a twenty-
Healthcare Customer Support Representative - Care Advocate - El Paso, TX (020524)
About Accolade Accolade (Nasdaq: ACCD) provides millions of people and their families with an exceptional healthcare experience that is personal, data driven and value based to help every person live
Pasante de Servicio al Consumidor
Pasante de Servicio al Consumidor Job Description No sos la persona que se conforma con cualquier rol. Nosotros tampoco. Porque nuestro objetivo es crear un mejor cuidado para un mundo mejor, y eso r
Customer Support Representative - Spanish Speaking
Taskrabbit will never use text or chat applications to conduct interviews. We have a thoughtful and interactive interview process that includes an initial recruiter phone screen and several video-bas
Leasing Consultant (Customer Service/Sales)
As a team member in the Finance and Internal Audit department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics,
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved