Administrative Skills, Asset Management, Customer Relations, Customer Support/Service, Customer Training, Data Entry, Diversity, Documentation, Event Marketing, Financial Planning, Investment Services, Logistics, Marketing, Operational Support, Problem Solving Skills, Reporting Skills, Risk, Systems Maintenance, Team Player, Wealth Management
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 request
Core Competencies:
- Client Focus
- Risk & Professional Behavior
- Teamwork and Collaboration
- Integrating Diversity
- Communication and Impact
- Drive and Commitment
- Planning and Organizing
- Problem Analysis
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. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.
Youll be working in the Summerlin office.
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.