UBS Financial Services Client Service Associate in Tacoma, Washington

Your role:

Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:

– 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

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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:

The Quantum Group is comprised of a team of 8 integrated specialists in virtually every discipline, including investment management, lending, risk management, structured finance, philanthropy and legacy planning. We ensure that every client understands the thought process behind our solutions through our customized approach and proactive communication.

Your experience and skills:

You have:

– a high school diploma

– client service experience

You are:

– an excellent communicator, with solid interpersonal skills

– detail oriented (nothing gets past you)

– proficient in Microsoft Office

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 almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 152787BR

Business Divisions: Wealth Management Americas

Title: Client Service Associate

City: Tacoma

Job Type: Full Time, Part Time

Country / State: United States - Washington

Function Category: Business management, administration and support