Client Associate at UBS
Palm Beach, Florida, USA -
Full Time


Start Date

Immediate

Expiry Date

28 Nov, 25

Salary

0.0

Posted On

28 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills

Industry

Financial Services

Description

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 To Apply:

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Responsibilities
  • 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
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