Job Description

Business DivisionsGlobal Wealth ManagementYour roleYour job, as a Client Service Associate, is to enhance the client experience by servicing clients
and providing operational and administrative support to Financial Advisors. Your knowledge of firm
policy, procedures and technology allows you to interface with clients and prospective clients,
anticipate their needs, resolve their problems, and follow through to provide exceptional service.
You perform administrative duties that support Financial Advisors in their daily business practices
(e.g., client meetings, on-boarding new clients, marketing,
etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.Function CategoryBusiness management, administration and supportJoin usAt 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?Your teamYou will work with our top growing team in the Richmond, Virginia office. They are looking for an experienced candidate to join the team.Your expertise3 - 5 years of client service experience

• Series 7 and 66 licensed required for Registered CSAs only
• High School Diploma or equivalent required; College Degree recommended
• Excellent skills in Microsoft Office Suite and other technologies
• Detail and service oriented
• Good written and verbal communication skills
• Team player with good interpersonal skills

About usUBS 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 we hireWe may request you to complete one or more assessments during the application process.

UBS