UBS Financial Services Client Service Associate in Tampa, Florida
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
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
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.
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:
–\ta high school diploma
–\tclient service experience
–\tseries 7 and 66 licenses (for registered CSAs only)
–\tan excellent communicator, with solid interpersonal skills
–\tdetail oriented (nothing gets past you)
–\tproficient in Microsoft Office Suite
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 #: 154517BR
Business Divisions: Wealth Management Americas
Title: Client Service Associate
Job Type: Full Time
Country / State: United States - Florida
Function Category: Business management, administration and support