at UBS
Bulge Bracket Investment BanksPosted a month ago
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**Service Associate:** We're seeking aService Associate to support our private bankers, Client Advisors, in managing complex GFO client portfolios. Key responsibilities include assisting in credit analysis and structured lending, corporate actions, and regulatory compliance. Proficiency in complex Excel, strong organizational skills, and regulatory understanding are essential. Daily tasks involve transaction processing, troubleshooting, and internal/external client communication. Prior experience in wealth management or a related field is preferred.
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Full Job Description
| Are you a people person? Do you know how to stay calm under pressure? We are looking for someone who can: support our private bankers known as Client Advisors who manage comprehensive and complex GFO client books assist in credit / structured lending matters, credit analysis to support our clients' lending book assist in corporate action matters comfortable with complex excel worksheets comply with all regulations, policies and standards, contributing to an effective risk culture keep accurate, up-to-date client documentation to meet regulatory requirements carry out daily transaction processing and complex troubleshooting keep in contact with internal and external clients | Show more Client Account Manager - Global Family and Institutional Wealth |
