Client Service Associate - Private Wealth Management

Job description

City

Philadelphia
Job Type

Full Time
Country / State

United States - Pennsylvania
Function Category

Administration and Support, Wealth Planning
What we offer

Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.

Why UBS? Video
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 a Private Wealth Management team. 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.
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?

Desired profile

Your experience and skills

You have:
– a university degree, preferably in Finance or Business
– ability to excel in a team environment built on accountability
– ability to pass the series 7 and 66 license exams

You are:
– an excellent communicator, with solid interpersonal skills
– detail oriented (nothing gets past you)
– proficient in Microsoft Office Suite (Excel, PowerPoint and other technologies)