at UBS
Bulge Bracket Investment BanksPosted 2 months ago
No clicks
This role focuses on client servicing and operational support for a wealth management team, including maintaining management systems and client records, preparing reports and materials for client meetings, and assisting with account openings and service requests. The associate educates clients on account services and capabilities, collects required documentation, and helps plan and maintain team marketing events and materials. The position also provides the team with a detailed calendar of activities and ensures client information is kept up to date. The listed salary range for Florham Park is $73,000 to $80,000 and the role may be eligible for discretionary incentive compensation.
- Compensation
- $73,000 – $80,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
| Are you truly service oriented? Do you know how to take care of people? We're 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 -provide the team with a detailed calendar of activities Detailed salary information: Florham Park: the salary range for this role is $73000 to $80000 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 |
