SENIOR WEALTH STRATEGY ASSOCIATE

Your role We're looking for a Senior Wealth Strategy 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 Provide the team with a detailed calendar of activities Job Type Full Time Job Reference # 338569BR City Florham Park Your team You will be working with a team in the Florham Park, NJ office. Your expertise Ideally 5+ years of industry experience in client service within the finance sector. FINRA Series 7 & 66 required Bachelor's degree preferred, focusing on Finance or Economics Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Salary information Indicative gross base salary range as a full‑time equivalent role: United States – New Jersey – Florham Park min USD 85,000 – max USD 115,000 per annum. Additional variable compensation or awards may be offered at the discretion of the employer. Competitive benefits are available; further information can be found on the company’s employee benefits page. 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. #J-18808-Ljbffr