Client Associate

Are you truly service oriented? Do you know how to take care of people? Your Role 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 Full Time Job Reference #341149BR City: Coral Gables Your team: You will be the point of contact for client services requests and operational processing for prospects and the existing clients of the Financial Advisor Your Expertise bachelor's degree in finance, business administration, or a related field fully registered with appropriate licensing and regulatory authorities previous experience in the financial services industry is highly preferred strong interpersonal and communication skills, with the ability to build rapport and establish trust excellent problem-solving abilities and attention to detail proficiency in using financial software and tools knowledge of investment products, financial markets, and industry regulations ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure professionalism, integrity, and a commitment to delivering exceptional service to clients Fluent in English and Spanish 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