Client Associate

UBS • West Des Moines, IA

63d

About The Position

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 handle day to day service requests from clients help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests provide support for client relationship building and business development activities 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Requirements

• excellent communicator, with solid interpersonal skills
• demonstrate problem solving skills as well as analytical and organizational skills
• detail oriented and a proficiency in multi-tasking
• desire to learn about financial markets

Nice To Haves

• series 7 and 66 licenses preferred
• ideally 3+ years of experience in client service, preferably within the finance sector
• bachelor's degree or equivalent, focusing on business or finance

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• handle day to day service requests from clients
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• provide support for client relationship building and business development activities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees