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Title Client Service Associate
Job Reference # 90937BR
Location United States - Vermont
City South Burlington
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Job Summary and Mission:
The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client’s operational and administrative needs.
Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate
Provide administrative support to designated financial advisor(s)
Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other
Work closely with the branch operations team and bank service desks on resolving client inquiries
Interface with branch management team as required
Requirements *High School Diploma or equivalent
2-3 years minimum experience in financial service industry
Series 7 and 66 required within 12 months of hire
Strong knowledge of lending products
Strong communication skills (verbal and written)
Ability to multi-task in a highly visible fast-paced and team-oriented environment
Ability to exercise good judgment by recognizing urgency and prioritizing accordingly
High degree of confidentiality and latitude
Able to work independently with strong administrative and problem solving skills
Ability to interface across business units and with all levels of Management
Must be knowledgable with excel, powerpoint and outside social media websites.
Preferred Qualifications *Bachelors Degree preferred
*Detail & Service oriented
*Excellent written and verbal communication skills
*3-5 years Securities related experience
Our Offering We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Take the next step Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.