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© All Rights Reserved. ApplyBlast.com
ubs
This role supports client advisors in delivering exceptional service and serves as the primary point of contact for client account queries, orders, and payments. The position assists with account opening, onboarding, due diligence, and documentation for client meetings and investment proposals. It also involves collaborating with colleagues to ensure all client accounts comply with legal, compliance, and regulatory requirements.
UBS is a Swiss-headquartered global financial services firm operating in over 50 countries that provides wealth management, investment banking, and asset management services. It serves high-net-worth individuals, institutions and corporate clients with advisory, investment, lending and capital markets solutions. UBS emphasizes integrated, client-focused advice, global market access and risk and regulatory expertise. In the United States it offers tailored private banking, wealth planning and investment solutions alongside its capital markets and advisory capabilities.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ubs.