Client Service Associate
Princeton, New Jersey, United States
Job Summary
Occupation
Customer Service
Specialty
Customer Service
Location
08054, Mount Laurel, New Jersey, United States
Visa Sponsorship
No
Job Description
Last Update:
1/11/24
United States - New Jersey
Business management, administration and support
Global Wealth Management
Job Reference #
274309BR
City
Mt. Laurel
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
Were looking 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
Youll be working in a Wealth Management team in Mt. Laurel NJ.
Your expertise
series 7 and 66 licenses (preferred)
ideally 2-5 years of experience in client service, within the finance sector
[bachelor's or master`s degree] or equivalent, focusing on [insert subject]
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
About us
UBS is the worlds largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 were 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.
Business management, administration and support
Global Wealth Management
Job Reference #
274309BR
City
Mt. Laurel
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
Were looking 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
Youll be working in a Wealth Management team in Mt. Laurel NJ.
Your expertise
series 7 and 66 licenses (preferred)
ideally 2-5 years of experience in client service, within the finance sector
[bachelor's or master`s degree] or equivalent, focusing on [insert subject]
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
About us
UBS is the worlds largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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 were 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.