Overview
Client Associate Jobs in Minneapolis, MN at UBS
Client Associate
United States – Minnesota
Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations
Global Wealth Management
Job Reference #
290007BR
City
Minneapolis
Job Type
Full Time
Your role
Are you detail oriented? Do you also enjoy taking care of people? We’re looking for a Client Associate to:
• provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution
• onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information documentation
• perform administrative duties that support daily business practices, such as telephone coverage, business travel arrangements, meeting coordination, expense reports, and team calendar management
Your team
You’ll be working as part of the Johnston Group in our Minneapolis, MN office. 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
You have:
– bachelor’s degree or equivalent, focusing on finance, communication, or business
– series 7 and 66 licenses or willingness to obtain after hire
– Ideally 5 years of experience in client service, within the finance sector.
You are:
– an excellent communicator, with solid interpersonal skills
– committed to providing top-notch client service
– proficient in Microsoft Office Suite
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Title: Client Associate
Company: UBS
Location: Minneapolis, MN
Category:
