• Full Time
  • Part Time
  • Palo Alto
  • Salary: N/A

Website UBS

Your role

Are you incredibly organized? Do you possess an eye for detail? Are you a skilled multitasker?

We’re looking for a receptionist to:

  • greet and assist clients and visitors to the branch, providing exceptional service
  • create strong partnerships, cultivating relationships with clients and financial advisors
  • maintain risk awareness and regulatory knowledge
  • coordinate branch office business meetings and maintain the branch calendar
  • handle all incoming and outgoing mail correspondence
  • carry out cash management functions, process securities, and keep records
  • support the branch as the technology liaison for advisors and associates
  • assist management in scheduling new hire trainings and processing invoices
  • report any building functionality issues promptly to maintain an effective work environment
  • order office supplies on a case by case basis

Your team

You’ll be working as part of Private Wealth Management Americas. Our PWM financial advisors tailor products and services for each individual client or family office. We assist high net worth and ultra-high net worth individuals and, families to meet their financial goals.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • ideally 1-3 years of relevant branch operations and customer service experience
  • high school diploma or equivalent (college degree a plus)
  • written and verbal communication skills
  • team orientated mindset
  • motivated, proactive and knows how to follow up on tasks
  • passionate about providing excellent client service experience
  • self-starter who is comfortable managing complex and evolving situations

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?

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.