at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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A Credit Risk Officer role focused on hedge funds, providing client servicing and operational support to financial advisors. Responsibilities include educating clients on account services, inputting data into financial planning tools, preparing reports for client meetings, and ensuring documentation is collated for new accounts and service requests. The Denver salary is listed as $55,000 to $65,000 with potential discretionary incentive compensation, and benefits information is provided via UBS.
- Compensation
- $55,000 – $65,000 USD
- City
- Denver
- Country
- United States
Currency: $ (USD)
Full Job Description
| Role Purpose: A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service request Detailed salary information: Denver: the salary range for this role is $55000 to $65000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. | Show more Client Associate |
