at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Investment Banking Associate:** Serve as key link between clients and UBS, driving exceptional service delivery. Manage client sets, develop tailored business strategies, and leverage deep cross-functional networks. requires proficiency in core services (execution, administration, wealth management, accounting), strong stakeholder communication, and data-driven decision making. Essential: 3-5 years' banking or related experience, fluency in Excel, PowerPoint, and Outlook. Uses UBS plan administration platforms and collaborates with senior management and clients at executive levels.
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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 |
