United States - California

Business management, administration and support

Global Wealth Management

Your role

You will be called on to work closely and act as a relationship manager to some of the wealthiest people in the country. As part of your role, you will also work closely with team members, office management and firm personnel to perform administrative and operational duties, which include, but are not limited to, the following:
1) Process wires, EFTs, checks, journals, ACAT assets transfers, DRS requests - internal and external.
2) Process Private Equity investment orders and redemptions.
3) Implement advisory solutions such as PMP, Strategic Advisor, CAP, Access, MacWrap, etc., and confirm pricing/fees are correct and accounts approved for trading.
4) Assist clients with account opening, checks and Visa credit/debit card orders, on-line services, securities backed credit lines, mortgage processing, Visa automatic monthly payment set-up, automatic monthly wires, internal transfers and all aspects of account opening and maintenance.
5) Remain compliant in all aspects of client reporting including annual RMDs for retirement accounts, quarterly distributions as necessary and client documentation approvals for accounts
6) Implement portfolio changes and ensure final implementation is complete and correct
7) Update cost basis as needed and generate systematic reports as requested
8) Address inquiries for clients relating to all aspects of their accounts and maintain client records to ensure they are up-to-date
9) Work with third party professionals (CPAs, bookkeepers, business managers, etc.) to research and address inquiries relating to clients statements and annual tax reports.
10) Engage with team members to complete team operational and administrative projects in a timely manner
11) Will work closely with team analysts to raise funds for client needs (check writing, wires, internal transfers, etc.)
12) Complete timely compliance related reporting such as PKRs, ART Review Tool, Key Contact Notes and Alternate Address Annual Review.
13) Add updates to Annual Account Billing report for all clients covered.
14) Set-up Donor Advised Funds and process gifting throughout the year.
15) Will work on a large team of professionals (including 5 financial advisors).

Detailed salary information:
• Century City: the salary range for this role is $58000 to $72000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

331827BR

City

Century City

Job Type

Full Time

Your team

As a Client Service Associate, you will be part of the UBS Private Wealth Management division on a 34-person team that focuses exclusively on the comprehensive wealth management and investing needs of ultra-affluent individuals and families, corporations, endowments, and foundations with investable assets over $20 million. The team manages $9 billion in assets and is made up of investment professionals with over 100 years of collective experience. The team has developed a process that leverages the unique experience of each member of the team as well as the vast resources of UBS. Each member of the team has a clearly defined role and specific expertise that contributes to the overall business.

Your expertise

- Must have excellent verbal and written skills (will build long-standing relationships with new and existing clients)
- Must be able to multi-task and have excellent follow-up skills.
- Must have exceptional customer service skills and be a self-starter.
- Requires a positive attitude to take direction from team members.
- Must be able to work under pressure and meet deadlines.
- Should have experience and be proficient using Microsoft Office, Word and Excel.
- Series 7 & 66 recommended but not required.
- Looking for an individual who is interested in a long-term position with a large team.

About us

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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $58000 to $72000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. 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. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.