Executive Team Assistant

UBS; Lincoln (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Lincoln, NE is seeking an Executive Team Assistant to educate clients on account services, coordinate daily tasks with the team, and collect documentation for new accounts. The role supports preparation of reports and materials for client meetings, keeping management systems up-to-date with client information to ensure smooth service delivery.

You’ll be part of a collaborative team at UBS and play a key role in client servicing.

Qualifications

• Attention to detail and service orientation are essential.
• Strong written and verbal communication skills.
• Ability to work well in a dynamic team environment.
• Proactive ownership of tasks and responsibilities.
• Experience with client services is advantageous.

Responsibilities

• Educate clients on account services and capabilities.
• Coordinate daily tasks and projects with teammates.
• Collect documentation for opening new accounts and handling service requests.
• Keep management systems up-to-date with client information.
• Assist in preparing reports and materials for client meetings.

Skills

Detail-oriented

Excellent written and verbal comms

Team player

Self-starter

Client service experience

Financial industry experience (prefer)

College degree preferred

Education

College degree preferred

Job description

Key Responsibilities

We're looking for an Executive Team Assistant to:

• educate clients on account services and capabilities
• coordinate daily tasks and projects, working seamlessly with teammates
• collect the right documentation for opening new accounts and managing service requests
• keep management systems up-to-date with client information
• help with preparation of reports and other materials for client meetings

Job Type

Full Time

Job Reference #

343098BR

City

Lincoln

Key Responsibilities

We're looking for an Executive Team Assistant to:

• educate clients on account services and capabilities
• coordinate daily tasks and projects, working seamlessly with teammates
• collect the right documentation for opening new accounts and managing service requests
• keep management systems up-to-date with client information
• help with preparation of reports and other materials for client meetings

The team

You’ll be working with The Dworak Group in the Lincoln, NE location. As a Client Associate, you’ll play an important role interacting with both the team and clients.

Your Skills And Experience

• detail and service oriented (nothing gets past you)
• good written and verbal communication skills
• dynamic team player
• self-starter who takes ownership of tasks
• client service experience preferred
• experience in the financial industry not necessary, yet preferred
• college degree is preferred

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.