Client Service Associate
Location: Brea California
Description: UBS is presently looking of Client Service Associate right now, this career will be placed in California. More complete informations about this career opportunity kindly read the description below. Job Summary and Mission:
The Client Service Associate supports the business operations of a team of Financial Advisor's. This position is not limited to handling and/or addressing all the c! lient’s operational and administrative needs.
Job Responsibilities:
- Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate
- Provide administrative support to designated financial adviser(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
- Market research
- Interface with branch management team as required Requirements *High School Diploma or equivalent; College Degree recommended
- 2-3 years minimum experience in financial service industry
- 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 e! xercise 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 knowledgeable with Excel, PowerPoint and outside social media websites.
- Detail & Service oriented
- Excellent written and verbal communication skills
- 3-5 years Securities related experience
- Full service brokerage experience preferred
- To serve clients and provide operational and administrative support to Financial Advisors
- Team player with good interpersonal skills
- Ability to leverage resources and delegate effectively
- Registered and Non-Registered candidates may apply 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.
- .
If you were eligible to this career, please email us your resume, with salary requirements and a resume to UBS.
If you interested on this career just click on the Apply button, you will be redirected to the official website
This career starts available on: Wed, 08 May 2013 22:25:59 GMT