Client Associate
Posted on: 14 Sep 2023
Houston, TX
Job Description
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
• Help with client mailings/client data base
• be willing to learn daily monetary tasks/non-monetary tasks
• Be willing to learn performance reporting
Your team
You will be working with the Uptown Wealth Advisors in the River Oaks branch in Houston, TX. We are an 8 member team with a wide variety of clients in a high net worth position.
Your expertise
• series 7 and 66 licenses a plus
• ideally several years of experience in client service, within the finance sectors
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite, specifically, Excel and Teams
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
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
UBS Group AG
New York, New York
UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.
The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.
The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.
-
IndustryBanking/Financial Services
-
No. of Employees69,437
-
Website
-
Jobs Posted162
