UBS Financial Services WAC Client Associate in Charlotte, New Jersey
WAC Client Associate
United States - New Jersey, United States - North Carolina
Global Wealth Management
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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
– collect the right documentation for opening new accounts and service requests
– handle a variety of service requests from clients and Financial Advisors
You’ll be part of the Branch Operations team and working with Financial Advisors and Client Service Associates within the Wealth Advice Center. You will play a critical role in providing a high level of service to both clients and Financial Advisors.
– 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
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?
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.
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