at UBS
Bulge Bracket Investment BanksPosted 21 days ago
No clicks
Role Purpose: A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key responsibilities include educating clients on account services, inputting data into financial planning tools, and assisting with the preparation of reports and materials for client meetings. They also ensure appropriate documentation is collated for new accounts and service requests. In Denver, the salary range for this role is $55,000 to $65,000, and the role may be eligible for discretionary incentive compensation.
- 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 |
