Client Associate

Join to apply for the Client Associate role at UBS

6 days ago Be among the first 25 applicants

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

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• handling day to day service requests from clients
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• provide support for client relationship building and business development activities

Full Time

331992

Omaha

You’ll be working with Financial Advisors for the Summit Wealth Management Group. 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. As a Client Associate, you’ll play an important role in assisting the Financial Advisors in helping the clients meet their financial goals and servicing their day to day needs.

• ideally 2+ years of experience in client service, preferably within the finance sector
• bachelor’s degree or equivalent, focusing on business or finance
• excellent communicator, with solid interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi‑tasking
• desire to learn about financial markets
• series 7 and 66 licenses preferred or willingness to obtain

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 across the globe.

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.

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.