Florida\nBusiness management, administration and support\nGlobal Wealth Management\nJob Reference #\n342519BR\nCity\nBoca Raton\nJob Type\nFull Time\nYour role\nAre you truly service oriented? Do you know how to take care of people?\nWe're looking for a client associate to:\n
keep management systems up-to-date with client information\n
educate clients on account services and capabilities\n
help with the preparation of reports and other materials for client meetings\n
collect the right documentation for opening new accounts and service requests\n
plan team marketing events and maintain marketing materials\n
provide the team with a detailed calendar of activities\nYour team\nYou'll be working with a Wealth Management team in Pittsburgh, PA. This position will be full time in the office in the Boca Raton Branch.\nYour expertise\n
series 7 and 66 licenses preferred (must obtain within 6 months of start date)\n
ideally 2 years of experience in client service, within the finance sector\n
[bachelor degree preferred], focusing on wealth management\n
excellentmunicator, with solid interpersonal skills\n
detail oriented (nothing gets past you)\n
proficient in Microsoft Office Suite\nAbout us\nUBS 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.\nWe 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.\nHow we hire\nWe may request you toplete one or more assessments during the application process. Learn more\nSalary information\nThe indicative gross base salary range as a full-time equivalent role:\n

United States
Florida
Boca Raton min

USD 55000

USD 75000

/annum\nThe 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.\nJoin us\nAt 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. 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