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|Job Category :
||Client Service Associate
||The Woodlands, TX
|Job Description :
||United States – Texas
Business management, administration and support
Global Wealth Management
Job Reference #
Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to Financial Advisors.
keep management systems up-to-date with client informationeducate clients on account services and capabilitieshelp with the preparation of reports and other materials for client meetingscollect the right documentation for opening new accounts and service requestsplan team marketing events and maintain marketing materialsprovide the team with a detailed calendar of activities
You’ll be working in the Wealth Management team in The Woodlands, TX. Your role is to be the first person everyone meets at our front desk, manage deposits for the branch, order supplies, pay invoices, etc. You will have various roles in the branch, while giving you the opportunity to show yourself and grow within the role and onto other endeavors if you wish to pursue.
a high school diplomaclient service experienceseries 7 and 66 licenses (for registered CSAs only)
an excellent communicator, with solid interpersonal
detail oriented (nothing gets past you)proficient in Microsoft Office Suite
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?
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.
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