at UBS
Bulge Bracket Investment BanksPosted 2 days ago
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**Senior Wealth Strategy Associate** sought. Manage client relationships, maintain management systems, educate clients on services, and prepare reports. Requires 5+ years finance experience, strong communication skills, and familiarity with wealth management software. Marketing and event planning skills a plus.
- Compensation
- Not specified
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Currency: Not specified
Full Job Description
| Are you truly service oriented? Do you know how to take care of people? 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 provide the team with a detailed calendar of activities | Show more Client Associate |
