UBS Financial Services, Inc. jobs
Registered Client Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered 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 mai...
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered 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 mai...
Intern
Your role
- Work on projects that have real impact on clients
- Support our team of wealth management experts
- Attend presentations by WMA leaders to help you understand our industry, culture and strategy
- Gain product knowledge from internal and external partner sessions to support your team
- Plan team marketing events and material
- Assist with the responsibilities of running an entrepreneurial business model
Your team
You'll be...
- Work on projects that have real impact on clients
- Support our team of wealth management experts
- Attend presentations by WMA leaders to help you understand our industry, culture and strategy
- Gain product knowledge from internal and external partner sessions to support your team
- Plan team marketing events and material
- Assist with the responsibilities of running an entrepreneurial business model
Your team
You'll be...
Market Supervisory Officer
Your role
We're looking for a market supervisory officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures
• manage review of various supervision processes
• support branches in the Branch Review and Group Internal A...
We're looking for a market supervisory officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures
• manage review of various supervision processes
• support branches in the Branch Review and Group Internal A...
Registered Client Service Associate
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 marke...
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 marke...
Branch Office Administrator
Your role
A Branch Office Administrator provides administrative support to the Branch Manager and broader management team.
Detailed salary information :
• Pasadena: the salary range for this role is $60000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary in...
A Branch Office Administrator provides administrative support to the Branch Manager and broader management team.
Detailed salary information :
• Pasadena: the salary range for this role is $60000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary in...
Branch Office Administrator
Your role
• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• support the hiring process and maintain all HR functions, including payroll for support staff
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various ac...
• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• support the hiring process and maintain all HR functions, including payroll for support staff
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various ac...
Client Associate
Your role
- Maintain and update client information in firm systems to support accurate records and client service.
- Assist with educating clients on basic account services and features, escalating questions as needed.
- Support the preparation of reports and materials for client meetings.
- Collect and process required documentation for new accounts and routine service requests.
- Assist with team marketing initiatives, including event coordin...
- Maintain and update client information in firm systems to support accurate records and client service.
- Assist with educating clients on basic account services and features, escalating questions as needed.
- Support the preparation of reports and materials for client meetings.
- Collect and process required documentation for new accounts and routine service requests.
- Assist with team marketing initiatives, including event coordin...
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