What are the responsibilities and job description for the Client Associate position at UBS?
Your role
We're looking for a full-time client associate to work in our Summerlin Las Vegas, NV office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.
Are you a highly motivated person with a positive outlook and eagerness to serve?
We're looking for Client Associate to :
- Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
- Handle and gather confidential information for opening new accounts and service requests
- Educate clients transitioning to online services and instruct mobile application capabilities
- Maintain a high level of company product knowledge to effectively answer customer queries
- Accurately process and follow up on disbursements
- Enter client data in company software systems
- Assist the team with delegated assignments by branch management
Assist with Branch Administrative tasks and projects.
Assist with Branch Technology - being liaison for the branches
Your team
You'll be working part-time in the Summerlin Las Vegas, NV office where we provide advice-based solutions.
Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
Series 7 & 66 licenses as well as Life and Health insurance preferred but not required
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
