UBS Financial Services, Inc. jobs
Client 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
• Leverage various communication channels to keep in touch with clients
• Collect the right documentation for opening new accounts and process service requests
• Help with the preparation of reports an...
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
• Leverage various communication channels to keep in touch with clients
• Collect the right documentation for opening new accounts and process service requests
• Help with the preparation of reports an...
Intern
Your role
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
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...
Intern
Your role
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Intern
Your role
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
* attend educational and social events that provide exposure to senior leadership.
Your team
You will be part of a real team, working with experts ...
We're looking for someone like this to:
* gain valuable insight into different areas of the business
* work on strategic projects that have real impact on clients
* build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
* attend educational and social events that provide exposure to senior leadership.
Your team
You will be part of a real team, working with experts ...
Intern
Your role
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* Gain valuable insight into different areas of the business
* Work on strategic projects that have real impact on clients
* Build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* Gain valuable insight into different areas of the business
* Work on strategic projects that have real impact on clients
* Build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Admin Manager
Your role
Do you know how to manage people? Do you have a knack for implementing service standards?
We're looking for an Administrative Officer, in our Beverly Hills and Century City branches to:
• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel dec...
Do you know how to manage people? Do you have a knack for implementing service standards?
We're looking for an Administrative Officer, in our Beverly Hills and Century City branches to:
• Manage branch administration, including a diverse team of associates, and provide administrative support to Financial Advisors.
• Recruit, select, onboard, train and manage administrative support staff.
• Conduct performance reviews and make personnel dec...
Wealth Strategy Associate
Your role
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities<...
Are you skilled at developing wealth management strategies? Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business development activities<...
Registered Client Associate
Your role
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 maintain marketing materials
• provide the team with a detailed calendar of ac...
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 maintain marketing materials
• provide the team with a detailed calendar of ac...
Market Supervisory Officer
Your role
Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations?
We're looking for a Market Supervisory Officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• review various supervision processes
• support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans fo...
Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations?
We're looking for a Market Supervisory Officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• review various supervision processes
• support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans fo...
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