Administrative Skills, Asset Management, Banking Services, Communication Skills, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Event Management, Event Marketing, Finance, Interpersonal Skills, Investment Services, Marketing Plan, Microsoft Office, Reporting Skills, Series 7, Wealth Management
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
- Keep management systems up-to-date with client information
- Educate clients on account services and capabilities
- Help with the preparation of reports and other materials for client meetings
- Collect the right documentation for opening new accounts and service requests
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities, • Series 7 and 66 licenses, not needed at time of hiring
- Ideally 3-5 years of experience in client service, within the finance sector, or;
- College degree, focusing on Finance/Banking
- Excellent communicator, with solid interpersonal skills
- Detail oriented (nothing gets past you)
- 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 in the Soundview Wealth Management team in Greenwich, CT. We provide benefits. This benefits our client segment. As a Client Associate, you'll play an important role in benefit.
You'll be working for a team of Financial Advisors in Greenwich, CT. As a Client Associate, you'll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions.