at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**ETD Sales Trader:** Manage client relationships, educate on services, use data input tools, prepare reports, handle new account paperwork. 3+ years' sales experience in ETDs. Proficient in Bloomberg Terminal, Tech valves software.
- Compensation
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Currency: Not specified
Full Job Description
| 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 Applications for this role can be submitted June 30, 2026. | Show more Client Associate |
