As a Client Service Associate you will work directly with us, our clients and the firm helping us to deliver an exceptional experience to the families who trust us with their wealth. This includes day-to-day operational support, meeting preparations, as well as special projects like events, dinners, data management, etc. As our business grows, scale, organization and the utilization of technology will be requisite ingredients and this teammate will help us refine and deliver our service model across our existing and prospective client base. A strong interest in wealth management and the capital markets is extremely important, however, direct financial experience is not required. Someone who enjoys a fast paced environment, communicates openly and freely, seeks connection with colleagues and clients and is looking to evolve and grow in a role that changes over time is the ideal candidate for us.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Your team
We are a close-knit team of 4
Culture is critically important to us
We care deeply about our clients and their families
To us, wealth management is about more than money
We have exceptionally high standards for our work
Your expertise
A team player who brings positivity and enthusiasm to the job
Someone who is detail-oriented and organized
Adaptability, curiosity and coachability are key
Someone who enjoys working as a team
Someone who will challenge us and is willing to be challenged
Creativity, proactivity and follow-through are all key ingredients to growing our practice
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.
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.", "salary_raw": null}
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