Tuesday, May 5, 2015

Client Service Associate Position with UBS Financial Services


  • Educate clients on account services and capabilities
  • Collect appropriate documentation to set up new accounts
  • Other relationship management responsibilities
  • Input data into Financial Planning tools
  • Input orders within appropriate system and complete associated paperwork, if registered
  • Other wealth management responsibilities
  • Organize logistics of team marketing events, develop and maintain team marketing materials
  • Maintain contact management systems and provide team with up to date calendar
  • Continuously improve knowledge, skills and credentials
  • 3 - 5 years client service experience
  • Series 7 and 66 licensed for Registered CSAs only
  • College Degree recommended
  • Detail and service oriented 
  • Good written and verbal communication skills
  • Team player with good interpersonal skills

Resumes and cover letters can be emailed to her at: Ariana.Campos@ubs.com. Candidates must apply by 5/31/2015.