UBS
Posted 4 days ago. Be among the first 25 applicants.
Client Associate Job Reference #: 329186BR | City: Orlando | Job Type: Full Time
Responsibilities
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
Qualifications
Series 7 and 66 licenses
Ideally 1+ years of experience in client service within the finance sector
Bachelor degree preferred
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Your team You’ll be working as part of UBS Wealth Management Americas in the Orlando office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in client service and team support.
About UBS 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.
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.
#J-18808-Ljbffr
Client Associate Job Reference #: 329186BR | City: Orlando | Job Type: Full Time
Responsibilities
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
Qualifications
Series 7 and 66 licenses
Ideally 1+ years of experience in client service within the finance sector
Bachelor degree preferred
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Your team You’ll be working as part of UBS Wealth Management Americas in the Orlando office. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in client service and team support.
About UBS 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.
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.
#J-18808-Ljbffr