Client Service Associate

    Miami, FL 33101
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    Job Description

    Job Reference #


    Business Divisions

    Global Wealth Management

    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 our team with a detailed calendar of activities


    Client Service Associate



    Job Type

    Full Time

    Country / State

    United States - Florida

    Function Category

    Business management, administration and support

    Join us

    We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

    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 as part of Private Wealth Management Americas. 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.

    Your expertise

    • a four year degree/university degree preferred
    • client service experience preferred
    • series 7 and 66 licenses (for registered CSAs only)
    • an excellent communicator, with solid interpersonal skills
    • detail oriented (nothing gets past you)
    • proficient in Microsoft Office Suite

    About us

    Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

    We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

    Posting ID: 593245000Posted: 2021-03-17