Your role
We're looking for a client associate a Client Associate to provide operational and administrative support to Financial Advisor.
Key Responsibilities:
Educate clients on account services and capabilities
Input data in to financial planning tools
Assist with the preparation of reports and other materials for client meetings
Job Type
Part Time
Job Reference #
334319BR
City
San Juan
Your team
You'll be working with the Franco Carrasco team in the San Juan Market.
Your expertise
Establish good working relationships with colleagues in the organization to ensure support in achieving tasks.
Be able to work without supervision
Excellent communication skills
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
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.
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