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Offer: Client Service Associate (1 - 4 yrs):

Job description:

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Client Service Associate

2.9/5()
   » 1 to 4yrs
   » As per Industry Standards
   » United States of America (USA) (United States Of America (usa))Key Competencies:

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   »Listing Function: Banks/Insurance/Financial Services
   »Business Sector: Financial Services/Stockbroking
   »Specialization:Banking -General
   »Qualification:
   » Any Graduate

Job Description


Are you truly service oriented? Do you know how to take care of people? Were loo
king for someone like that who can provide operational and administrative suppor
t to Financial Advisors. Youll:
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
Youll be working as part of our Wealth Management team. Our function is to manage, p
reserve and grow the wealth of our clients. Our team offers solutions for managi
ng wealth and planning for succession.
Your practice and expertise
You have:
a high school diploma
client service practice
series 7 and 66 licenses (required within 1 year)

You are:
an excellent communicator, with solid interpersonal expertise
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
About us
Expert advice. Wealth management. Investment banking. Asset management. Retail b
anking in Switzerland. And all the support functions. That's what we do. And we
do Information technology for private and institutional clients as well as corporations around the w
orld.

We are about 60,000 employees in all major financial centers, in almost 900 offi
ces and more than 50 countries. Do you want to be one of us?
What we offer
Together. Thats how we do things. We offer people around the world a supportive,
challenging and diverse working environment. We value your passion and commitme
nt, and compensate your performance.

Why UBS? Video
Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, knowledge a
nd trusting colleagues and clients. Challenging others and being challenged in r
eturn. Being passionate about what you do. Driving yourself forward, always want
ing to do things the right way. Does that sound like you? Then you have the righ
t stuff to join us. Apply now.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each indivi
dual and support the diverse cultures, perspectives, expertise and practices with
in our workforce.

Job Posted by


   »Employer ::UBS
   »Website:
   »Business Sector:Banking, Financial Services & Insurance (Consumer Finance, Non Banking Financial Companies)
   »Company Turnover: 10000 - 10000+ Crores
   »Company Size: 10001 - 10001+ Employees
   »

Posted on: 08 Dec, 2017 | Listing ID: 60425402
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Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Other
Company Type Employer
Post Date: 12/08/2017 / Viewed 1 times
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