Wealth Management Client Associate: Service & Strategy

UBS; Wayzata (MN); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

UBS in Wayzata, MN, is seeking a Client Associate to join the Wealth Management Americas - Bull-Wiebler Group. You will educate clients on account services, help deliver strategic initiatives, and prepare materials for client meetings while collecting documentation for new accounts and service requests.

You’ll support the team with scheduling client meetings, maintaining client records, and coordinating marketing events.

Qualificações

• Bachelor's degree or equivalent preferred.

Responsabilidades

• Educate clients on account services and capabilities.
• Help deliver and execute strategic initiatives to better service the clients.
• 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.
• Process business expenses.
• Schedule client meetings.
• Maintain client information records.

Conhecimentos

Series 7 & 66 licenses

Bachelor's degree or equivalent

Excellent communicator

Detail oriented

Formação académica

Bachelor's degree or equivalent

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

UBS in Wayzata, MN, is seeking a Client Associate to join the Wealth Management Americas - Bull-Wiebler Group. You will educate clients on account services, help deliver strategic initiatives, and prepare materials for client meetings while collecting documentation for new accounts and service requests.

You’ll support the team with scheduling client meetings, maintaining client records, and coordinating marketing events.