A Client Associate services clients and provides operational and administrative support to Financial Advisors.
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 • Ensure appropriate documentation is collated for new accounts and service requests
Key Deliverables: • Leverage communications channels to enhance relationships with clients • Maintain management systems with up to date client information • Organize logistics for team marketing events and maintain marketing materials • Provide team with calendar detailing daily, weekly and monthly activities • Identify service opportunities for clients • Security Industry Essentials (SIE), Series 7 and 66 licenses or willingness to obtain • Bachelor degree preferred • Excellent communicator, with solid interpersonal skills • Detail oriented • Proficient in Microsoft Office Suite
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.
You'll be working as part of a Wealth Management Team based in Baltimore, Maryland. As a Client Associate, you'll play an important role in servicing clients and supporting the business.