Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client 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

Your team

You'll be working with a Private Wealth Team located in Winter Park, FL. As a client associate, you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. Our team delivers tailored products, strategies and services for the families we serve. As a Client Service Associate, you'll play an important role in partnering and supporting our Financial Advisors to provide personalized service for clientele, team support and overall growth of the business.

Your expertise

• Client service experience within the finance, hospitality or similar industries.
• Unyielding attention to detail, even when under pressure
• Team player that remains calm while managing conflicting priorities
• Works with absolute discretion, tactfulness and adaptability to changing demands`
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• bachelor degree preferred

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.