Description

Job Reference #
328468BR

Business Divisions
Global Wealth Management

Your role
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
*Educate clients on account services and capabilities
*Input data in to financial planning tools
*Assist with the preparation of reports and other materials for client meetings
*Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
*Leverage communications channels to enhance relationships with clients
*Maintain management systems with up to date client information
*Organize logistics for team marketing events and maintain marketing materials
*Provide team with calendar detailing daily, weekly and monthly activities
*Identify service opportunities for clients

Title
Client Associate

City
Columbia

Job Type
Full Time

Country / State
United States - South Carolina

Function Category
Business management, administration and support

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team
You'll be working on a Wealth Management team in Columbia, SC.

Your expertise
Scope and complexity of role: Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field.

Autonomy: Under supervision Employees complete tasks as required within their own objectives and in line with team goals. They work within clearly defined processes and may have sufficient leeway for their own input.

Organizational impact: Employees establish good working relationships with colleagues in the organization to ensure support in achieving tasks.

About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire
We may request you to complete one or more assessments during the application process. Learn more



Requisition #: 328468BR

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