Client Service Associate job vacancy in UBS – Jobs in Hawaii

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Job Details
Company Name : UBS
Company Location : Honolulu, HI 96813
Job Position : Client Service Associate
Job Category : Jobs in Hawaii

Job Description :

United States – Hawaii

Business management, administration and support

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 a Client Service Associate to:

  • 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

Your team

You’ll be working in the Honolulu UBS Branch. As a Client Service Associate, you’ll play an important role to both our clients and our financial advisors. Our combined efforts help manage, preserve, and grow the wealth of our clients through strong partnership at every stage of their journey.

Your expertise

  • series 7 and 66 licenses (preferable)
  • financial services experience – ideally within a client facing team or years of experience in client service within the finance sector.
  • Bachelor’s degree or equivalent with a focus on business.
  • excellent written and verbal communication skills, as well as organization skills
  • attention to detail
  • team player with pleasant interpersonal skills

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire:

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.

Disclaimer : We are just publishing information regarding new job openings and not legally responsible for any Post. Candidates are requested not to pay any money to anyone posing as

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