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    Client Service Associate

    Mclean, VA 22067
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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 the team with a detailed calendar of activities


    Client Service Associate



    Job Type

    Full Time

    Country / State

    United States - Virginia

    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 in the Mclean Branch in Vienna, VA with an experienced team of hardworking and successful Client Service Associates. We provide superior client service and financial advisor support. This benefits our client first and foremost. As a Client Service Associate, you'll play an important role in the success of both the branch & the financial advisors you support.

    Your expertise

    series 7 and 66 licenses
    • ideally 3 to 5 years of experience in client service, within the finance sector
    • bachelor's degree or equivalent, focusing on finance or investments
    • 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: 597179978Posted: 2021-01-06