Client Service Associate Jobs Vacancy in Ubs McLean
Ubs McLean urgently required following position for Client Service Associate. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.
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Client Service Associate Jobs Vacancy in Ubs McLean Jobs Details:
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
– provide the team with a detailed calendar of activities
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.
– a high school diploma
– client service experience
– series 7 and 66 licenses (for registered CSAs only)
– an excellent communicator, with solid interpersonal skills
– detail oriented (nothing gets past you)
– proficient in Microsoft Office Suite
– Team Player
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?
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.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Why UBS? Video
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.
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.