Client Associate

• Support a global wealth management team in delivering exceptional client service and experience
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Work directly with sophisticated ultra-high net worth clients including corporate executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Accurately collect documentation for service requests
• Collaborate with all team members on various projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements

Your team

You’ll be working as part of Wealth Management Americas. Specifically, you’ll be working with “The Burish Group”, a team of 35+ professionals who help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. The team’s founder, Andy Burish, is nationally ranked as a top financial advisor by both Forbes and Barron’s Magazine, including #1 Wealth Advisor in Wisconsin by Forbes.

Your expertise

• Ideally Bachelor's degree with 3+ years of experience in client service, within the finance sector
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• 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 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 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more