Jobs · OTHR · Kentucky

Client Associate

UBS · Lexington, KY · 1 mo ago
On-siteOTHRFull-time

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

About the role

We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently.

Responsibilities

  • Collaborate with cross-functional teams to deliver high-quality products and services.
  • Adhere to regulatory standards and maintain compliance with all relevant laws and regulations.
  • Contribute to the development and implementation of strategies that align with UBS's business objectives.
  • Provide exceptional customer service and support through proactive communication and problem-solving.
  • Stay updated with industry trends and developments to ensure continuous improvement in performance and efficiency.

Requirements

  • A bachelor's degree in finance, economics, or a related field.
  • At least 3 years of relevant experience in a financial services environment.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.
  • Proficiency in Microsoft Office Suite and other relevant software tools.

Qualifications

  • Experience in wealth management, investment banking, or asset management.
  • Knowledge of financial markets and instruments.
  • Ability to manage multiple tasks and prioritize effectively.
  • Strong attention to detail and accuracy.

Skills

  • Strong leadership and teamwork skills.
  • Effective time management and organizational skills.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.

Benefits

  • Competitive compensation package including base salary, bonus, and benefits.
  • Flexible working arrangements.
  • Professional development opportunities.
  • Health and wellness programs.
  • Employee referral program.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The position offers a flexible schedule to accommodate your needs.

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