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Client Associate

UBS Group AG

Wilmington, NC

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JOB DETAILS
SKILLS
Asset Management, 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, Team Player, Wealth Management
LOCATION
Wilmington, NC
POSTED
30+ days ago

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 (willing to obtain)
  • ideally 2-5 year of experience in client service, within the finance sector
  • 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 with a team in Wilmington, NC. As a Client Associate, you'll play in an important role within the team leading client service focus.

About the Company

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UBS Group AG