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UBS Financial Services WAC Client Service Associate in Charlotte, North Carolina

WAC Client Service Associate

United States - North Carolina


Global Wealth Management

Job Reference #:




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

– collect the right documentation for opening new accounts and service requests

– handle a variety of service requests from clients and Financial Advisors

Your team:

You’ll be part of the Branch Operations team and working with Financial Advisors and Client Service Associates within the Wealth Advice Center. You will play a critical role in providing a high level of service to both clients and Financial Advisors.

Your expertise:

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?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, 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.