at UBS
Bulge Bracket Investment BanksPosted 5 days ago
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**Senior Wealth Strategy Associate** Drive client-centric wealth strategies in this senior-level advisory role. Key responsibilities revolve around maintaining client relationships, educating clients on services, preparing reports, and processing account documentation. Additionally, plan marketing events and materials, and collaborate with advisors for proactive client outreach. Essential skills include excellent communication, organizational prowess, and proficiency in CRM systems and wealth management technologies. Leverage your proven experience (5+ years) in the finance sector to excel in this senior position.
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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 |
