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Client Relations Specialist
2 months ago
- Sector: Wealth Management, Finance, Business Development
- Job Type: Full Time
Your Role: Are you passionate about delivering exceptional service? We are seeking a Client Relations Specialist to:
- Maintain and update client management systems with accurate information
- Guide clients on available account services and features
- Assist in preparing reports and materials for client discussions
- Gather necessary documentation for new account openings and service requests
- Organize team marketing initiatives and manage promotional materials
- Provide a comprehensive calendar of team activities
Your Team: You will be part of the Private Wealth Management division in a dynamic environment.
Key Qualifications:
- Possession of Series 7 and 66 licenses
- 3-5 years of experience in client service within the financial sector
- Bachelor's or Master's degree or equivalent experience
- Excellent communication and interpersonal skills
- Detail-oriented with a focus on accuracy
- Proficient in Microsoft Office Suite
About Us: UBS is recognized as the world's largest and only truly global wealth manager. We operate through four primary divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our extensive global presence and diverse expertise distinguish us from our competitors.
Salary Information: The salary range for this position is competitive and commensurate with experience, education, and skill level. This role may also be eligible for discretionary incentive compensation.
Benefits: At UBS, we support flexible working arrangements, including part-time, job-sharing, and hybrid options. Our culture promotes collaboration and innovation, recognizing that our diverse workforce drives our success. Join us to make a meaningful impact in the financial services industry.
Equal Opportunity: UBS is an Equal Opportunity Employer, committed to empowering individuals and valuing diverse perspectives, skills, and experiences within our workforce.
