Part-Time Client Associate
Posted on: 4 Nov 2024
Las Vegas, NV
Job Description
Your role
We're looking for a part-time client associate to work in our Summerlin Las Vegas, NV office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.
Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for a part-time Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle and gather confidential information for opening new accounts and service requests
• Educate clients transitioning to online services and instruct mobile application capabilities
• Maintain a high level of company product knowledge to effectively answer customer queries
• Accurately process and follow up on disbursements
• Enter client data in company software systems
• Assist the team with delegated assignments
Your team
You'll be working part-time in the Summerlin Las Vegas, NV office where we provide advice-based solutions.
Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.
Your expertise
• Series 7 & 66 licenses as well as Life and Health insurance preferred but not required
• Bachelors degree preferred but not required
• Ideally 1-5 years of experience in client service, within the finance sector
• Personable, attentive, and detail oriented
• Excellent communicator, with solid interpersonal skills
• Ability to prioritize and multitask
• Willingness to achieve goals and self-improvement
• Proficient in Microsoft Office Suite
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.
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IndustryBanking/Financial Services
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No. of Employees69,437
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Website
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Jobs Posted162
