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:

• Manage a high volume of work and phone calls efficiently
• Take ownership of client requests from beginning to end with meticulous attention to detail
• Understand client account services and capabilities to confidently discuss per clients' needs
• Help with the preparation of reports and other materials for client meetings
• Prepare and process proper documentation for account opening and service requests
• Maintain client management systems with accuracy
• Manage detailed calendar of events for advisors and clients
• Assist team with marketing events

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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 Indianapolis Branch and part of the Ohio, Indy, Kentucky Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Full Time in Office

Your expertise

• series 7 and 66 licenses
• minimum of 1-2 years of financial industry experience
• bachelor's degree
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more