Client Associate

Emploi Royaume-Uni

Titre du poste : Client Associate

Entreprise : UBS

Description du poste : Business DivisionsGlobal Wealth ManagementYour roleAre you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:Keep management systems up-to-date with client informationEducate clients on account services and capabilities, as well as assisting with onboarding of new clients.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.Function CategoryBusiness management, administration and supportJoin usAt UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can alwaysYour teamYou’ll be working in the Norfolk, VA office with a multi-person team in. This team provides an excellent client service model with full focus on the client and their present and future financial goal needs. You will pay a significant role in the success of the team, as well as our client success.Your expertiseSeries 7 and 66 licenses preferred. Candidate should be willing to obain.Ideally 1-3 years of experience in client service, within the finance sector.Excellent communicator, with solid interpersonal skills.Organized and detail oriented (nothing gets past you). Excellent multi-tasker.Proficient in Microsoft Office Suite.About usUBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process.

Salaire attendu :

Localisation : Norfolk

Date du poste : Sat, 31 May 2025 07:24:03 GMT

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