at UBS
Bulge Bracket Investment BanksPosted 5 days ago
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**Senior Wealth Strategy Associate:** Oversees client relationships, updates management systems, educates clients on services, prepares reports, and plans marketing events. Needs 7+ years' experience, strong client focus, and proficiency in financial software (e.g., Albridge, CharlesRiver). Proficient in account opening processes and documentation. Proactively addresses client needs, resolves issues, and partners with advisors.
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Full Job Description
| Are you truly service oriented? Do you know how to take care of people? This role is designed for someone interested in building a long term career on an established advisory team. Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials act as a primary service contact for assigned client relationships anticipate client needs and resolve issues independently when appropriate escalate complex issues with clear recommendations and context partnering more closely with advisors on proactive client outreach | Show more Client Associate |
