at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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Support client advisors in delivering exceptional client service and experience by acting as a point-of-entry contact for client queries, orders and payments. Assist with account opening, onboarding, due diligence and ongoing monitoring activities. Prepare documentation for client meetings, business trips and investment proposals and collaborate with colleagues to ensure accounts meet legal, compliance and regulatory requirements.
- Compensation
- Not specified
- City
- Torino
- Country
- Italy
Currency: Not specified
Full Job Description
| Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? We’re looking for a client advisor assistant to: support client advisors in delivering exceptional client service and experience • be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc. • assist with account opening, onboarding, due diligence and monitoring activities • support with documentation for client meetings, business trips, investment proposals and the like • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements | Show more Internship - Client Advisor Assistant Wealth Management - Torino |
