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Client Service Associate - Internship
UBS
San Francisco, CA, US
Your role
We are looking for an intern who can provide operational and administrative support for our financial advisor
and our clients. In order to succeed in this role,
you should have a passion for client service, a desire to work
on a collaborative team and you take pride in your work.
You need to be an
excellent communicator (both
verbal and written) that is detail oriented and can be trusted to work independently,
and take ownership of
a task from beginning to end.
You'll
assist 5 of your team members in completing daily tasks
help with the
preparation of reports and other materials for clients
collect the right documentation for opening new accounts and service requests
work with
vendors to facilitate transferring in client assets
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 team will consist of one financial advisor and five support staff members.
Your Experience and Skills
You have
a genuine interest in
developing a career in
Wealth Management
a balanced resume which includes
solid academic performance and campus involvement
You are
currently enrolled in an accredited college/graduate school academic program
an
excellent communicator, with solid interpersonal skills
detailed oriented
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?
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.
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.


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