UBS Financial Services Senior Client Service Associate in Birmingham, Michigan

Your role:

A Client Associate services clients and provides operational and administrative support to Financial Advisors. This role

requires the employee to be fully registered. Must have at least 5 years of industry experience.

Key Responsibilities:

• Educate clients on account services and capabilities

• Input client information into the financial planning tools and Firm tools

• Assist with the preparation of reports and other materials for client meetings

• Ensure appropriate documentation is collated for new accounts and service requests

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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.

Your team:

Employees provide standard administrative, technical and/or professional support to a certain area. This can be either

personal support to one manager or support for a certain area or location. They identify and report process

improvements in their own work scope. They keep their own skills updated with new developments in their own field.

Autonomy: Under supervision Employees complete tasks as required within their own objectives and in line with team

goals. They work within clearly defined processes and may have sufficient leeway for their own input.

Organizational impact: Employees establish good working relationships with colleagues in the organization to ensure

support in achieving tasks

Your experience and skills:

Leverage communication channels to enhance relationships with clients

• Maintain management systems with up to date client information

• Organize logistics for team marketing events and maintain marketing materials

• Provide team with calendar detailing daily, weekly and monthly activities

• Identify service opportunities for clients

This role requires the employee to be fully registered.

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?

Your colleagues:

Job Reference #: 172914BR

Business Divisions: Wealth Management Americas

Title: Senior Client Service Associate

City: Birmingham

Job Type: Full Time

Country / State: United States - Michigan

Function Category: Business management, administration and support