UBS Financial Services Client Service Associate in Naples, Florida

Your role:

Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors. You’ll:

  • 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

Rank Level Description:

Scope and complexity of role: Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field.

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.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

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:

– a high school diploma

– client service experience

– series 7 and 66 licenses (for registered CSAs only)

You are:

– an excellent communicator, with solid interpersonal skills

– detail oriented (nothing gets past you)

– proficient 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 #: 160145BR

Business Divisions: Wealth Management Americas

Title: Client Service Associate

City: Naples

Job Type: Full Time

Country / State: United States - Florida

Function Category: Business management, administration and support