UBS Financial Services Client Service Associate in Troy, Michigan
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.
–\tkeep management systems up-to-date with client information
–\teducate clients on account services and capabilities
–\thelp with the preparation of reports and other materials for client meetings
–\tcollect the right documentation for opening new accounts and service requests
–\tplan team marketing events and maintain marketing materials
–\tprovide the team with a detailed calendar of activities
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.
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 as part of our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
Your experience and skills:
–\ta high school diploma
–\tclient service experience
–\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 #: 156444BR
Business Divisions: Wealth Management Americas
Title: Client Service Associate
Job Type: Full Time
Country / State: United States - Michigan
Function Category: Business management, administration and support