at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Sr Wealth Strategy Associate** Drive client satisfaction on established advisory team. Update management systems, educate clients on services, support report preparation, manage account openings, plan marketing events, maintain client relationships, address needs independently, escalate complex issues, collaborate proactively. Requires 5+ years' experience, excellent communication, strong organizational skills. Proficient in CRM (Salesforce), digital marketing tools, wealth management software. Ideal candidate is service-driven, people-focused.
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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 |
