Bulge Bracket Investment Banks

Posted 14 days ago

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**UBS Intern** works directly with clients to ensure exceptional service. Duties involve developing strategies for core services like execution, wealth management, and accounting support, improving operational processes, and fostering internal partnerships. Key skills include strong relationship-building, exceptional communication, and proficient use of Microsoft Office tools (Excel, PowerPoint, Outlook). Roles require a deep understanding of UBS plan administration platforms and the ability to communicate at an executive level. Experience in wealth management or financial services is a plus.

Compensation: Not specified
City: Not specified
Country: Not specified

Full Job Description

Are you passionate about working with clients and delivering a great experience? Do you look for opportunities to build strong relationships with clients and colleagues to develop strategies? We are looking for someone like you who can: ensure the delivery of products and services, in-line with the prescribed offering for an assigned set of clients work closely with Relationship Managers, Service Managers and relevant team leads to develop strategies for core services including: execution, administration, wealth management, and accounting support for assigned client set develop company specific business strategies and continuously identify ways to improve service delivery and the efficiency of operational processes develop a deep network of internal partners across Operations, Technology, and Product to deliver an exceptional experience for our corporate clients maintain a deep understanding of UBS plan administration platforms, processing activities, workflow and specific client/plan requirements partner with Lead Financial Advisors and communicate at an executive level to ensure consistent updates on issues relating to corporate clients; serve as a primary point of contact for client, FA, and home office escalation ensure proper maintenance and signoff of client procedures, profiles, runbooks, and manuals in accordance with business requirements effectively communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc. manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects use data effectively to make and support decisions pertaining to the servicing of assigned client relationships

Show more Equity Associate Plan Manager, Workplace Wealth Solutions

Full Job Description