Evap WAC Client Service Associate (Part-Time)

UBS Weehawken , NJ 07086

Posted 7 months ago

Are you truly service oriented? Do you know how to take care of people?

We're looking for someone like that who can provide operational and administrative support to financial advisors. You'll:

keep management systems up-to-date with client information

educate clients on account services and capabilities

collect the right documentation for opening new accounts and service requests

handle a variety of service requests from clients and Financial Advisors

attend meetings with other business groups to help improve operational processes

handle relative project work to streamline workflows

participate in business rotations focusing in Field Partnerships, Business Strategy and FA Training

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. That's why we're interested in meeting talented individuals like you for our Enlisted Veterans Apprenticeship Program.

Our Enlisted Veterans Apprenticeship Program will prepare you for a post-military career at UBS while allowing you to continue your pursuit of an educational degree. To help us get to know each other, we offer a customized post military programs which will place you in various entry level roles across business groups within the company. You can spend time in our offices, meet our team, and learn about the business giving you an opportunity to show us a bit of who you are and what you can do.

This Program is designed to provide Military Veterans the training, development and practical on-the-job-experience necessary to build a successful career in Wealth Management. The program admits candidates who are High School Equivalent Graduates, Part-time Bachelor Degree candidates and those who have attained Bachelor's Degrees. The goal of the program is to provide training and development within the UBS Wealth Advice Center and help advance candidates' careers within UBS.

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Evap WAC Client Service Associate (Part-Time)