Client Associate
Posted on: 30 Nov 2023
Atlanta, GA
Job Description
Your role
Are 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
Your team
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.
Your expertise
• series 7 and 66 licenses preferred
• ideally 2-3 years of experience in client service, within the
finance sector
• bachelor's degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS 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.
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted162
