Client Associate (DOD SkillBridge Trainee)
United States
- California
Business management, administration and support
Global Wealth Management
Job Reference #
339946BR
City
Newport Beach
Job Type
Full Time
Your role
Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?
UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
- 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
Your team
You'll be working with a fast growing Private Wealth Management Team located in the Newport Beach, CA branch.
Your expertise
- Only transitioning armed services members approved for DOD SkillBridge will be considered.
- series 7 and 66 licenses
- ideally 5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellentmunicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
At UBS, we appreciate our Veterans and aremitted to providing opportunities in Financial Services.
Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.
About us
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 around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States
- California
- Newport Beach min
USD 65000
USD 75000
/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation or awards.
Join us
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, wver 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'remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.
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.
