UBS Financial Services Client Advisor Associate Toronto in Toronto, Canada

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:

– keep management systems up-to-date with client information

– educate clients on account services and capabilities

– help with the preparation of reports and other materials for client meetings

– collect the right documentation for opening new accounts and service requests

– plan team marketing events and maintain marketing materials

– support team sales and business profitability goals

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.

Requirements:

You have:

• A minimum of 3-5 years of Client Servicing Experience within the Financial industry

• Excellent communication and interpersonal skills in English

• Excellent interpersonal & collaboration skills

• Detail oriented

• Excellent organizational, prioritizing and multi-tasking skills

• Proven ability to work effectively under minimal supervision

• Canadian Securities Course

• PFP and/or CIM preferable

• BA in Economics (optional)

Your team:

You’ll be working as part of Wealth Management Canada, Toronto team. 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:

You have:

• A minimum of 3-5 years of Client Servicing Experience within the Financial industry

• Excellent communication and interpersonal skills in English

• Excellent interpersonal & collaboration skills

• Detail oriented

• Excellent organizational, prioritizing and multi-tasking skills

• Proven ability to work effectively under minimal supervision

• Canadian Securities Course

• PFP and/or CIM preferable

• BA in Economics (optional)

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?

Your colleagues:

Job Reference #: 173848BR

Business Divisions: Global Wealth Management

Title: Client Advisor Associate Toronto

City: Toronto

Job Type: Full Time

Country / State: Canada

Function Category: Business management, administration and support