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Client Associate

UBS

Location: Roanoke, Virginia
Type: Full-Time, Non-Remote
Posted on: March 21, 2023
This job is no longer available from the source.
Title Client Associate
Country / State United States - Virginia
Function Category Business management, administration and support
Business Divisions Global Wealth Management
Job Reference # 274203BR
City Roanoke
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 experienced Client Associate to:
• process administrative tasks for our clients and 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 with a prominent team in the Roanoke, Virginia office. They are looking for someone eager to be a part of a established and growing team. If you are experienced, enjoy being part of a team, and looking to work for a strong global company, apply today.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise • ideally 2-5 years of experience in the Financial Industry (preferred)
• Series 7, 66 or 63/65 combo (preferred)
• Self Starter
• Strong Microsoft Office Product Knowledge
• Ability to multi-task and work efficiently under deadlines
• Excellent Communication Skills
About us UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
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.