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About the Role
This role is pivotal in ensuring that our clients receive the highest level of administrative support and client service, assisting a team of Financial Advisors with a focus on high-net-worth clients.
Responsibilities
- Keep management systems up-to-date with client information.
- Educate clients on account services and capabilities.
- Assist with the preparation of reports and other materials for client meetings.
- Collect 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.
Requirements
- Series 7 and 66 licenses preferred but not required at hire.
- Ideally 3-5 years of experience in client service within the finance sector.
- College degree focusing on finance/banking.
- Excellent communicator with solid interpersonal skills.
- Detail-oriented.
- Proficient in Microsoft Office Suite.
Skills
- Client service
- Finance sector experience
- Communication
- Interpersonal skills
- Detail orientation
- Microsoft Office Suite proficiency
Location
- Buffalo, NY
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- College degree
Salary/Compensations
- USD 55000 - 75000 /annum
Benefits
- Competitive benefits package
- Additional variable compensation or awards may be provided.
About the Company
- UBS is a leading global wealth manager and the leading universal bank in Switzerland.
- Offers diversified asset management solutions and focused investment banking capabilities.
- Present in more than 50 markets globally.
- Values collaboration, putting people first, new challenges, supportive teams, opportunities to grow, and flexible working options.
- Fosters an inclusive culture.
- Utilizes artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- UBS is an Equal Opportunity Employer.
- Respects and seeks to empower each individual.
- Supports diverse cultures, perspectives, skills, and experiences.
- Committed to disability inclusion and providing reasonable accommodation/adjustments during the recruitment process.