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Client Service Associate

Company: UBS
Location: Boulder
Posted on: January 8, 2022

Job Description:

Your roleAre you truly service oriented? Do you know how to take care of people?We're looking for a Client Service Associate to:--- enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors--- keep contact management systems up-to-date with client information--- educate clients on account services and capabilities--- support day-to-day activities of Financial Advisors--- help with the preparation of reports and other materials for client meetings--- collect the right documentation for opening new accounts and service requests--- organize logistics of team marketing events, develop and maintain team marketing material--- provide the team with a detailed calendar of activitiesYour teamYou'll be working as part of a team serving high net worth client in our Boulder location. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.The base rate of pay offered for this role will range between $50,000 to $65,000 depending on the level of skill, education, and experience of the candidate. The candidate may be eligible for certain discretionary incentive or bonus compensation based upon performance. The candidate will also be eligible to participate in the Firm's various employee benefit plans and programs (in accordance with the eligibility requirements and respective terms of each), which include, but are not limited to, healthcare coverage (medical, dental, and vision), healthcare flexible spending accounts, short-term and long-term disability coverage, life insurance coverage, 401(k) matches as well as separate firm-paid retirement contributions, paid vacation and sick days, and 20-weeks of paid parental leaveYour expertise--- Series 7 and 66 licenses required. We will consider candidates without licensing, but will require full series 7 and 66 licensing within 6 months from hire.--- ideally 2 years of experience in client service, within the finance sector--- bachelor's degree or equivalent--- excellent communicator, with solid interpersonal skills--- detail oriented (nothing gets past you)--- proficient in Microsoft Office Suite--- growth mindset--- positive outlook, your cup is half fullAbout usUBS is the world's largest and 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.With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?Join usFrom gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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?Disclaimer / Policy StatementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Keywords: UBS, Boulder , Client Service Associate, Other , Boulder, Colorado

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