UBS Financial Services Client Service Associate in Memphis, Tennessee
Do you have a penchant for administrative efficiency combined with a client service mindset? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
•\tcollect appropriate information and documentation from clients for opening new accounts, account transfers and service requests
•\tmanage and administer client money transfers, check requests, necessary communication with clients
•\teducate clients on account services and capabilities
•\tinteract professionally and effectively with advisors, clients and internal contacts
•\treceive incoming calls and emails, handling requests and directing communication, as appropriate
•\tmanage and administer expense reimbursement for advisors
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 Wealth Management Americas. 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.
Your experience and skills:
• a college degree
• client service and/or operational experience in the financial industry
• Series 7 license preferred, but not required
– an excellent communicator, with solid interpersonal skills
– detail oriented (nothing gets past you)
– proficient 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 #: 156387BR
Business Divisions: Wealth Management Americas
Title: Client Service Associate
Job Type: Full Time
Country / State: United States - Tennessee
Function Category: Business management, administration and support