Client Associate at UBS (Zürich, ZH, Switzerland) | Careerkit Jobs
Veröffentlicht heute
UBS·Finance·Zürich
Client Associate
PositionFestanstellung · Entry · Kundenservice
AnforderungenBachelor · EU/EFTA-Bewilligung
Deine Übereinstimmung
01
Skills
02
FINRA licensingDocumentationAttention to detailDue diligenceProblem SolvingClient service deliveryCollaborationAdaptabilitéFast-paced environment handlingStore onboardingDiscrétionCustomer account management
Sprachen
Englisch
Die Stelle
03
Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? Are you outgoing with a desire to provide a world class client experience? We-re looking for a client associate to:
01- Help support client advisors in delivering exceptional client service and experience
02- Direct contact with sophisticated high and ultra-high net worth clients including executives, business owners, multigeneration families and complex layered entities on daily inquiries and account servicing (general account queries, service requests, investment orders, distributions, etc.)
03- Assist with account opening, onboarding, due diligence and monitoring activities
04- Support with documentation for client meetings, business trips, investment proposals and the like
05- Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
06- Maintain a client matrix for scheduling and follow up with clients and prospects
07- Manage a multitude of tasks in a fast-paced environment, while delivering accurate and timely results
08- Educate clients on comprehensive account services and capabilities of the team
09- Plan, create and implement team marketing events and marketing materials
Anforderungen
↳- Client service experience within the finance, hospitality or similar industries.
↳- Unyielding attention to detail, even when under pressure
↳- Team player that remains calm while managing conflicting priorities
↳- Works with absolute discretion, tactfulness and adaptability to changing demands
↳- Preferably already Registered and Licensed with FINRA - SIE, Series 7 and Series 66 or is willing to obtain within 6 months of hire
↳- Proficient in Microsoft Office Suite
↳- Bachelor Degree preferred
Vorteile
＋- 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-re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Technologien
04
Microsoft Office Suite
Unternehmen
05
U
UBS
Finance
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That-s why we place collaboration at the heart of everything we do. Because together, we-re more than ourselves. Want to find out more? Visit ubs.com/careers.
