Location: Wayzata,MN, USA
Your role
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We're looking for a Client Service 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
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?
Your expertise
You are:
* committed to providing top-notch client service
* an excellent communicator, with solid interpersonal skills
* series 7 and 66 licensed or willingness to obtain after hire
You have:
* ideally 5 years of experience in client service, within the finance sector
* bachelor's degree or equivalent, focusing on finance, communication, business
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.