UBS Financial Services Client Service Associate in Fort Myers, Florida

Your role:

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

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

Disclaimer / Policy Statements:

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.

Your team:

You’ll be working in the Florida Gulf Coast Market. We are a collaborative management team supporting our Financial Advisors as they deliver world class Wealth Management services to our clients. Together we run a Market focused on mitigating risk, managing the business and supporting our associates and our community.

Your experience and skills:

You have:

–\ta high school diploma

–\tclient service experience

–\tseries 7 and 66 licenses (for registered CSAs only)

You are:

–\tan excellent communicator, with solid interpersonal skills

–\tdetail oriented (nothing gets past you)

–\tproficient in Microsoft Office Suite

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 153953BR

Business Divisions: Wealth Management Americas

Title: Client Service Associate

City: Fort Myers

Job Type: Full Time

Country / State: United States - Florida

Function Category: Business management, administration and support