Job Description

Business Divisions
Global Wealth Management
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
Keep management systems up-to-date with client information
Educate clients on account services and capabilities, as well as assisting with onboarding of new clients.
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.
Function Category
Business management, administration and support
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. 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
Your team
You'll be working in the Norfolk, VA office with a multi-person team in. This team provides an excellent client service model with full focus on the client and their present and future financial goal needs. You will pay a significant role in the success of the team, as well as our client success.
Your expertise
Series 7 and 66 licenses preferred. Candidate should be willing to obain.
Ideally 1-3 years of experience in client service, within the finance sector.
Excellent communicator, with solid interpersonal skills.
Organized and detail oriented (nothing gets past you). Excellent multi-tasker.
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.
How we hire
We may request you to complete one or more assessments during the application process.