• Job Description

  Req#: 300698BR

  Job Reference #

  300698BR

  City

  Palo Alto

  Job Type

  Full Time

  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
  • Hours 7:30 am to 4:00 pm, PST
  
  Detailed Salary Information by city(ies):
  • Palo Alto: the salary range for this role is $70000 to $80000
  
  The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

  Your team

  You’ll be working as part of a Private Wealth Management team. We help high ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

  Your expertise

  • a college degree in Business, Finance, or Accounting required
  • 1-3 years of client service experience
  • series 7 and 66 licenses or obtained within 6 months of hire, for which UBS will sponsor the new hire
  • excellent skills in Microsoft Office Suite and other technologies
  • excellent written and verbal communication skills
  • general knowledge of capital markets preferred
  • an excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • 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. Learn more

  Salary information

  US Only: The expected salary range for this role is $70000 to $80000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  
  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

  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.

• About the company

  UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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