Client Associate – UBS – Phoenix, AZ

Job title: Client Associate

Company: UBS

Job description: 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 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
• greet and assist clients and visitors to the branch, providing exceptional service
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge

Function CategoryBusiness management, administration and supportJoin usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?Your teamYou’ll be working as part of Wealth Management Americas in the Phoenix, AZ branch. 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. As a Client Associate, you’ll play an important role in developing quality strategies customized to client needs.Your expertise

• ideally 3-5 years of experience in client service, within the finance sector
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

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.

Expected salary:

Location: Phoenix, AZ

Job date: Sun, 05 May 2024 07:56:07 GMT

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