at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Retirement Plan Advisor** needed for client-focused role. Support Financial Advisors with client education on account services, data input using financial planning tools, and tailored report preparation. Ensure proper documentation for new accounts and service requests. Apply by June 30, 2026.
- Compensation
- Not specified
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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 |
