Title Client Service Associate
Job Reference # 90937BR
Location United States - Vermont
City South Burlington
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Job Summary and Mission:

The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client’s operational and administrative needs.

Job Responsibilities:

• Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate




• Provide administrative support to designated financial advisor(s)




• Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other




• Work closely with the branch operations team and bank service desks on resolving client inquiries




• Market research




• Interface with branch management team as required
  Requirements *High School Diploma or equivalent




• 2-3 years minimum experience in financial service industry




• Series 7 and 66 required within 12 months of hire




• Strong knowledge of lending products




• Strong communication skills (verbal and written)




• Ability to multi-task in a highly visible fast-paced and team-oriented environment




• Ability to exercise good judgment by recognizing urgency and prioritizing accordingly




• High degree of confidentiality and latitude




• Able to work independently with strong administrative and problem solving skills




• Ability to interface across business units and with all levels of Management




• Must be knowledgable with excel, powerpoint and outside social media websites.
  Preferred Qualifications *Bachelors Degree preferred

*Detail & Service oriented

*Excellent written and verbal communication skills

*3-5 years Securities related experience
Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Take the next step Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.