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Client Service Associate - St. Petersburg, FL #6196316


Company: UBS Financial Services

Date: 03/16/2019

Category: Financial Services

City: St. Petersburg, FL

Client Service Associate


United States - Florida


Business management, administration and support


Global Wealth Management


Job Reference #:


190327BR


City:


St. Petersburg


Job Type:


Full Time


Your role:


Are you truly service oriented? Do you know how to take care of people?


We’re looking for a Client Service 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 activities


Your team:


You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.


Your expertise:


• series 7 and 66 licenses (for registered CSAs only)


• ideally experience in client service, within the finance sector


• excellent communicator, with solid interpersonal skills


• detail oriented (nothing gets past you)


• proficient in Microsoft Office Suite


About us:


Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.


We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?


Join us:


We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.


Disclaimer / Policy Statements:


UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.


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