Client Associate

Your role

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

We're looking for a Client Associate to:

Support the Branch with Operational tasks

Greet our clients and provide exceptional front desk assistance.

Support Financial Advisors in day to day administrative tasks as required.

Maintain office supplies and other branch functions.

Your team

You will be working in our Charlotte, North Carolina office and supporting a group of Financial Advisors, Management Team, and other administrative support employees within the branch.

Your expertise

• ideally 3-5 years of experience in client service, within the finance sector• excellent phone skills utilizing Microsoft Teams• excellent communicator, with solid interpersonal skills• detail oriented (nothing gets past you)• proficient in Microsoft Office Suite

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.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.