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Client Relationship Specialist
2 months ago
Position Overview:
As a Client Relationship Specialist, you will play a crucial role in the administration and support of our Wealth Management team. Your responsibilities will include:
- Maintaining up-to-date management systems with client information.
- Educating clients on available account services and capabilities.
- Assisting in the preparation of reports and materials for client meetings.
- Collecting necessary documentation for new account openings and service requests.
- Planning and organizing team marketing events while managing marketing materials.
- Providing the team with a comprehensive calendar of activities.
Compensation:
The anticipated salary range for this position is $66,500 to $75,000. This range is influenced by various factors, including experience, qualifications, education, location, and skill level. Additionally, this role may qualify for discretionary incentive compensation.
Your Team:
You will be part of the Wealth Management Americas division, dedicated to assisting high net worth and ultra-high net worth individuals and families in achieving their financial objectives through tailored financial advisory services.
Qualifications:
To be successful in this role, you should possess:
- Series 7 and 66 licenses (for registered CSAs only).
- Ideally, 3-5 years of experience in client service within the finance sector.
- A bachelor's degree, preferably in business or finance.
- Excellent communication skills with strong interpersonal abilities.
- A detail-oriented mindset.
- Proficiency in Microsoft Office Suite.
About UBS:
UBS is recognized as the world's largest and only truly global wealth manager, operating through four main divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our extensive global presence and diverse expertise distinguish us from competitors, with operations in all major financial centers across more than 50 countries.
Join Us:
At UBS, we value flexible working arrangements, including part-time, job-sharing, and hybrid options, when applicable. Our purpose-driven culture and global infrastructure foster collaboration and innovation, enabling us to meet our business needs effectively. We believe that our diverse workforce, with its unique backgrounds and skills, is key to our ongoing success.
