UBS Financial Services, Inc. jobs
Client Associate – Military Veterans
MILITARY VETERANS
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 mai...
Supervisory Officer – Military Veterans
MILITARY VETERANS
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 supervisory officer to:
• drive initiatives related to sales supervision, compliance and business risk
• support/review various supervision processes
• support branches in the Branch Review and Group Internal Audit processes, visiting branches, and working on action plans for those with failed audit...
Executive Team Assistant – Military Veterans
MILITARY VETERANS
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?We’re looking for a Executive Team Assistant to:
• provide support a private wealth management team administratively
• handle incoming mail and calls
• administer filing systems both manually and electronically
• coordinate other staff and schedules
• coordinate and plan branch office business meetings
Senior Wealth Strategy Associate – Military Veterans
MILITARY VETERANS
Are you interested in financial markets? Are you determined to grow professionally and develop your expertise? Do you want to work with a nationally ranked wealth management team inside the world's largest wealth management firm?We’re looking for a Senior Wealth Strategy Associate to:
• Assist our investment team in trading and implementing custom portfolios
• Analyze and interpret portfolio characteristics
• Manage the preparati...
UBS Wealth Advice Center, Relationship Manager – Military Veterans
MILITARY VETERANS
Are you a great communicator? Do you have a passion for growing and deepening relationships? We’re looking for someone like you who can accelerate business development efforts at UBS through our Wealth Advice Center.You will:
• provide critical support to UBS Wealth Management, Private Wealth Divisions by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC).
• partner closely with UBS Field FAs, CSAs and ...
Client Associate – Military Veterans
MILITARY VETERANS
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 mai...
Registered Client Associate – Military Veterans
MILITARY VETERANS
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 eve...
Administrative Manager – Military Veterans
MILITARY VETERANS
Do you know how to manage people? Do you have a knack for implementing service standards?We’re looking for an Administrative Manager to:
• manage branch administration, including branch facilities, and provide administrative support
• recruit, select, onboard, train and manage administrative support staff
• conduct performance reviews and make personnel decisions related to compensation and promotion
• educate all employee...
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