Client Associate

United States

• Minnesota Business development, Business management, administration and support Global Wealth Management Job Reference # 336456BR City Bloomington Job Type Full Time Your role Are you truly service oriented?

Do you know how to take care of people? We're looking for a Client Service Associate to: provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution help with the preparation of reports and other materials for client meetings educate clients on account services and capabilities Detailed salary information:

Bloomington:

the salary range for this role is $55000 to $60000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Your team You'll be working as part of Align Wealth Partners in our Bloomington, MN office. Our team specializes in helping clients who are divorced, widowed, and even young athletes who find themselves new to money. As a Client Associate, you'll play an important role providing excellent service to our clients and Financial Advisors.

Your expertise You have:

• bachelor's degree or equivalent, focusing on finance, communication, or business
• series 7 and 66 licenses or willingness to obtain after hire
• Ideally 5 years of experience in client service, within the finance sector.

You are:

• an excellent communicator, with solid interpersonal skills
• committed to providing top-notch client service
• comfortable working both independently and collaboratively 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.com/careers. How we hire We may request you to complete one or more assessments during the application process. Learn more Salary information

US Only:

The expected salary range for this role is $55000 to $60000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information. 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, 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.

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.