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 with the Pacific Financial Group in Newport Beach, CA. This team provides wholistic wealth management services to their Ultra-High Net Worth clients and use every opportunity to improve their offerings and capabilities. As they continue to grow, they look to add motivated and capable individuals to the team to help bolster their efforts. Your role on this team will be essential to providing a high level of service to the client base.

　　Your expertise

　　• Series 7 and 66 licenses (or the ability to obtain in the first 6 months).

　　• ideally 0-3 years of experience in client service, within the finance sector

　　• Bachelor degree, preferred with an emphasis in Business and/or Finance

　　• 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