UBS Financial Services
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 171708BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Portland **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Business management, administration and support
UBS Financial Services Portland, OR, 97240, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 170987BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Portland **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Business management, administration and support
UBS Financial Services Portland, OR, 97240, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 170149BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Portland **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Business management, administration and support
UBS Financial Services Portland, OR, 97240, USA
Apr 23, 2018
**Your role:** Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We’re looking for someone like that to: – drive initiatives related to sales supervision, compliance and business risk, including implementation and education – manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures – manage review of various supervision processes – support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans for those with failed audits – partner with Compliance, including providing input to policy and supporting communication of policies – serve as a point of contact for issues that cannot be resolved, and escalate issues as required **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. You’ll be a member of the Market Team, reporting directly to the Divisional Supervisory Officer and working closely with the Market Head. You'll lead a team of supervisory officers across your market, acting as a coach on all aspects of the role. **Your experience and skills:** You have: – a minimum of ten years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution – series 7, 8 (or 9/10), 66 (or 63/65); insurance a plus – a track record of leadership, mentoring and coaching success You are: – a great communicator (and you know how to handle challenging situations) – reliable when working independently, with sound judgment for when to escalate issues – quickly adaptable to changing market situations, technology and business needs **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 169093BR **Business Divisions:** Wealth Management Americas **Title:** Market Supervisory Officer **City:** Bellevue **Job Type:** Full Time **Country / State:** United States - Washington **Function Category:** Risk
UBS Financial Services Bellevue, WA, 98005, USA
Apr 23, 2018
**Your role:** Your role Are you driven by the desire to deliver exceptional client service? Are you process-oriented and adept at understanding and addressing others' needs? We are looking for someone to join our support team to provide operational and administrative services to a team of financial advisors. You will: – make sure all requests and alerts are addressed – educate clients on account services and capabilities – prioritize account service requests and review daily reports so they can be appropriately processed – oversee the client onboarding process – keep management systems up-to-date with client information – 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 conferences, marketing events and maintain marketing materials **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** Your team You’ll be working as part of Wealth Management Americas. We 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.. **Your experience and skills:** You have: – college degree preferred – minimum of 5 years of financial services client service associate, administrative manager, operations manager or similar role – series 7 and 66 licenses You are: – a strong written and verbal communicator (and you know how to handle challenging situations) – independent, motivated, proactive and focused – process driven – detail oriented (nothing gets past you) and ability to multi-task – proficient in Microsoft Office products **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 169314BR **Business Divisions:** Wealth Management Americas **Title:** Registered Client Service Associate **City:** Bellevue **Job Type:** Full Time **Country / State:** United States - Washington **Function Category:** Business management, administration and support
UBS Financial Services Bellevue, WA, 98005, USA
Apr 23, 2018
**Your role:** Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations? We’re looking for someone like that to: – drive initiatives related to sales supervision, compliance and business risk, including implementation and education – manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures – manage review of various supervision processes – support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans for those with failed audits – partner with Compliance, including providing input to policy and supporting communication of policies – serve as a point of contact for issues that cannot be resolved, and escalate issues as required **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. You’ll be a member of the Market Team, reporting directly to the Market Supervisory Officer and working closely with the Market Head. **Your experience and skills:** You have: – a minimum of five years of experience as a risk/supervisory manager, or other substantive leadership role with a leading financial institution – series 7, 8 (or 9/10), 66 (or 63/65); annuity/insurance license – a track record of leadership, mentoring and coaching success You are: – a great communicator (and you know how to handle challenging situations) – reliable when working independently, with sound judgment for when to escalate issues – quickly adaptable to changing market situations, technology and business needs **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 171490BR **Business Divisions:** Wealth Management Americas **Title:** Supervisory Officer **City:** Bellevue **Job Type:** Full Time **Country / State:** United States - Washington **Function Category:** Compliance
UBS Financial Services Bellevue, WA, 98005, USA
Apr 23, 2018
**Your role:** A Senior Wealth Strategy Associate develops tailored wealth management plans and strategies for the branch team Key Responsibilities * Client relationship building and business development * Analyze risks and advantages of investment opportunities for clients individual financial circumstance and make informed recommendations * Provide coaching and support to junior team and contribute to their performance evaluations Key Deliverables: * Leverage firm platform and develop appropriate financial plans for clients * Develop customized asset allocation strategy and investments * Analyze and interpret portfolio performance reports and make recommendations for change * Provide business analytics support to sustain the growth of business **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: • At least 7 years of financial services experience. Additional consideration will be given to those with advanced degrees or specialty experience • Bachelor degree required, master degree in finance, business administration, accounting or law preferred • Series 7 and 66 required • CFP / CIMA or CFA preferred You are: • an excellent communicator, with top-notch interpersonal skills • analytical and logical (you can solve problems like nobody’s business) • a dynamic and flexible team player **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Job Reference #:** 162101BR **Business Divisions:** Wealth Management Americas **Title:** Senior Wealth Strategy Associate **City:** Bellevue **Job Type:** Full Time **Country / State:** United States - Washington **Function Category:** Client advisory / Relationship management
UBS Financial Services Bellevue, WA, 98005, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 167257BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Napa **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Client advisory / Relationship management
UBS Financial Services Napa, CA, 94581, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge. If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and services and represent UBS Financial Services Inc. and your Financial Advisor's business. **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) – strong organizational skills You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite – a team player **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 166869BR **Business Divisions:** Wealth Management Americas **Title:** Registered Client Service Associate **City:** Walnut Creek **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Client advisory / Relationship management
UBS Financial Services Walnut Creek, CA, 94597, USA
Apr 23, 2018
**Your role:** Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We’re looking for someone like that who can: – carry out cash management functions, process securities and correspondence, keep records and perform margin activities – greet and assist clients and visitors to the branch, providing exceptional service – conduct trade processing and handle financial advisor corrections – maintain the new account process for the branch – create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function – maintain risk awareness and regulatory knowledge **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – 1-3 years of relevant branch operations experience – a high school diploma or equivalent (college degree a plus) – proven written and verbal communication skills You are: – independent, motivated, proactive and focused to take action – passionate about the client experience, with strong interpersonal skills – a self-starter who is comfortable managing complex and evolving situations **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us? **Job Reference #:** 157076BR **Business Divisions:** Wealth Management Americas **Title:** Branch Service Associate **City:** Los Gatos **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Operations
UBS Financial Services Los Gatos, CA, 95030, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform administrative duties that support Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge. If you are Registered and appropriately licensed in a client/prospect state of residence, you will market products and services and represent UBS Financial Services Inc. and your Financial Advisor's business. **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: –\ta high school diploma –\tclient service experience –\tseries 7 and 66 licenses (for registered CSAs only) –\tstrong organizational skills You are: –\tan excellent communicator, with solid interpersonal skills –\tdetail oriented (nothing gets past you) –\tproficient in Microsoft Office Suite –\ta team player **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Job Reference #:** 162030BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Fair Oaks, Grass Valley, Reno, Sacramento **Job Type:** Full Time **Country / State:** United States - California, United States - Nevada **Function Category:** Business management, administration and support, Client advisory / Relationship management
UBS Financial Services Fair Oaks, CA, 95628, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Job Reference #:** 166063BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Roseville **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Client advisory / Relationship management
UBS Financial Services Roseville, CA, 95678, USA
Apr 23, 2018
**Your role:** A Branch Manager WMAG is responsible for the day management and business growth of the branch. A Branch Manager is also responsible for compliance, regulatory and administrative issues alongside managing a set of personal clients. Key Responsibilities: *Responsible for the financial results of their area and ensures effective cost and risk management. *Coach all team members and ensure appropriate training and development measures using results-oriented measurement and full transparency in communication *Attract and recruit skilled and talented employees, coach and develop existing talent and retain them by creating loyalty to the company; oversee the transition of recruits Key Deliverables *Delivery of KPIs as agreed with the respective business *Create and drive a culture of asset growth, continued Financial Advisor development and high retention within the branch *Manage and resolve issues, including those that are financial, reputational, compliance, supervisory, operational and HR Governance risks *Maximizes existing relationships and efficiently leverages external and internal partners **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You'll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – several years of experience with a leading financial institution – proven experience creating strong partnerships – series 7, 66 and 9/10 You are: – motivated, self-directed and driven – skilled at creating a positive business culture (you have the human touch) **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us? **Job Reference #:** 159163BR **Business Divisions:** Wealth Management Americas **Title:** Branch Office Manager **City:** Sacramento **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Management Group
UBS Financial Services Sacramento, CA, 95816, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (preferable or willing to secure the licenses within 1 year) You have: – a high school diploma – client service experience – series 7 and 66 licenses (for registered CSAs only) **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 169001BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** Honolulu **Job Type:** Full Time **Country / State:** United States - Hawaii **Function Category:** Client advisory / Relationship management
UBS Financial Services Honolulu, HI, 96823, USA
Apr 23, 2018
**Your role:** Are you a people person? Does financial planning excite you? We’re looking for someone like that to provide comprehensive financial planning services to our clients. You’ll: – work with financial advisors to evaluate client needs to help create customized financial plans – lead financial planning meetings – provide clients with advice and solutions to help them achieve their goals **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. **Take the next step:** Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a bachelor's degree – at least 3 years of work experience – US work authorization – experience in sales – an aptitude for marketing and business development – a desire to be a financial advisor You are: – an analytical thinker, with the ability to provide practical solutions – always professional (but you have the human touch) – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – a dynamic and flexible team player **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 170390BR **Business Divisions:** Wealth Management Americas **Title:** Wealth Planning Associate Program - Honolulu, HI **City:** Honolulu **Job Type:** Full Time **Country / State:** United States - Hawaii **Function Category:** Training and development
UBS Financial Services Honolulu, HI, 96823, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: –\tkeep management systems up-to-date with client information –\teducate clients on account services and capabilities –\thelp with the preparation of reports and other materials for client meetings –\tcollect the right documentation for opening new accounts and service requests –\tplan team marketing events and maintain marketing materials –\tprovide the team with a detailed calendar of activities **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: –\ta high school diploma –\tclient service experience –\tseries 7 and 66 licenses (for registered CSAs only) You are: –\tan excellent communicator, with solid interpersonal skills –\tdetail oriented (nothing gets past you) –\tproficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 168239BR **Business Divisions:** Corporate Center **Title:** Client Service Associate **City:** Lake Oswego **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Client advisory / Relationship management
UBS Financial Services Lake Oswego, OR, 97035, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: –\tkeep management systems up-to-date with client information –\teducate clients on account services and capabilities –\thelp with the preparation of reports and other materials for client meetings –\tcollect the right documentation for opening new accounts and service requests –\tplan team marketing events and maintain marketing materials –\tprovide the team with a detailed calendar of activities **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: –\ta high school diploma –\tclient service experience –\tseries 7 and 66 licenses (for registered CSAs only) You are: –\tan excellent communicator, with solid interpersonal skills –\tdetail oriented (nothing gets past you) –\tproficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 168238BR **Business Divisions:** Corporate Center **Title:** Client Service Associate **City:** Lake Oswego **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Client advisory / Relationship management
UBS Financial Services Lake Oswego, OR, 97035, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: –\tkeep management systems up-to-date with client information –\teducate clients on account services and capabilities –\thelp with the preparation of reports and other materials for client meetings –\tcollect the right documentation for opening new accounts and service requests –\tplan team marketing events and maintain marketing materials –\tprovide the team with a detailed calendar of activities **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: –\ta high school diploma –\tclient service experience –\tseries 7 and 66 licenses (for registered CSAs only) You are: –\tan excellent communicator, with solid interpersonal skills –\tdetail oriented (nothing gets past you) –\tproficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 168228BR **Business Divisions:** Corporate Center **Title:** Client Service Associate **City:** Lake Oswego **Job Type:** Full Time **Country / State:** United States - Oregon **Function Category:** Client advisory / Relationship management
UBS Financial Services Lake Oswego, OR, 97035, USA
Apr 23, 2018
**Your role:** Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll: – 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 **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us). **Take the next step:** Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now. **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. **Your team:** You’ll be working as part of Wealth Management Americas. We 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. **Your experience and skills:** You have: – a high school diploma – client service experience – series 7 and 66 licenses (Preferred or a willingness to obtain within a year) You are: – an excellent communicator, with solid interpersonal skills – detail oriented (nothing gets past you) – proficient in Microsoft Office Suite **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 172024BR **Business Divisions:** Wealth Management Americas **Title:** Client Service Associate **City:** San Diego **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Business management, administration and support
UBS Financial Services San Diego, CA, 92108, USA
Apr 23, 2018
**Your role:** Are you a motivated self-starter? Are you driven to help clients plan for their financial and personal lives? Do you enjoy finding solutions to complex issues? Do you believe in the importance of exceptional client service? We believe we have the best program for the financial advisor of the future. You will receive professional and financial support to help put you in the best position to realize your potential. Our program-together with the vast resources available to you at UBS-is designed to enable you to build a strong client base with deep relationships and provide them with exceptional wealth management services and solutions. In this role you will: – create and execute business development strategies to attract and acquire new clients – analyze clients’ financial needs, goals, sensitivity to risk and investment horizon – evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to educate and provide advice to clients – analyze and interpret portfolio performance reviews and make recommendations for potential change – partner with other team members to create marketing plans and track prospecting activities – perform business analytics as needed to support team and business growth **What we offer:** Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance. **Take the next step:** Fitting in at UBS means being passionate and motivated about what you do. If you like collaborating, are used to challenging others and being challenged in return, then you have the right attitude to thrive in our environment. Want to become part of our team? Apply now. **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. **Your team:** You’ll be working as part of Wealth Management USA with an experienced advisor or a team of advisors. We help clients meet their financial goals through financial advisors who deliver advice and solutions specifically designed for them. **Your experience and skills:** Candidates should possess the following: – a bachelor's degree – an entrepreneurial mindset – a proven track record of professional success – motivation to deliver the best client experience – strong interpersonal and communication skills – keen analytical skills – 5+ years of work experience, preferred – further professional qualifications MBA, CFA, JD, CPA, CFP®, preferred – active series 7 and 66 licenses, preferred **About us:** Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? **Your colleagues:** **Job Reference #:** 170401BR **Business Divisions:** Wealth Management Americas **Title:** Wealth Manager Development Program - Irvine, CA **City:** Irvine **Job Type:** Full Time **Country / State:** United States - California **Function Category:** Training and development
UBS Financial Services Irvine, CA, 92604, USA