Company:
UBS
Location: Wayzata
Closing Date: 25/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Your role
Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
- 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
- provide the team with a detailed calendar of activities
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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 as part of Wealth Management Americas in our Wayzata, Minnesota office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
- Ideally 5 years of experience in client service, within the finance sector.
You are:
- an excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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
Are you truly service oriented? Do you know how to take care of people? We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:
- 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
- provide the team with a detailed calendar of activities
Function Category
Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors, Operations
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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 as part of Wealth Management Americas in our Wayzata, Minnesota office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
You have:
- bachelor's degree or equivalent, focusing on finance, communication, or business
- series 7 and 66 licenses or willingness to obtain after hire
- Ideally 5 years of experience in client service, within the finance sector.
You are:
- an excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
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
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