UBS Financial Services, Inc. jobs
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...
Registered Client Associate
Your role
1-Are you truly service-oriented? Please share an example of how you deliver exceptional client service.
2-How do you ensure accuracy and attention to detail when handling client information and documentation?
3-What experience do you have supporting financial advisors or working in a client-focused environment?
We're looking for a Registered Client Associate to:
Keep management systems up to date with accurate client information
Educate c...
1-Are you truly service-oriented? Please share an example of how you deliver exceptional client service.
2-How do you ensure accuracy and attention to detail when handling client information and documentation?
3-What experience do you have supporting financial advisors or working in a client-focused environment?
We're looking for a Registered Client Associate to:
Keep management systems up to date with accurate client information
Educate c...
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...
Market Administrative Officer
Your role
Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?
We're looking for a market administrative officer to:
• lead the administrative team, conducting performance reviews and making personnel decisions
• manage administration, including facilities, and oversee overall cost management
• make sure all employees complete required training and receive coaching on administrative policies,...
Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?
We're looking for a market administrative officer to:
• lead the administrative team, conducting performance reviews and making personnel decisions
• manage administration, including facilities, and oversee overall cost management
• make sure all employees complete required training and receive coaching on administrative policies,...
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<...
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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