Are you truly service-oriented? Do you enjoy taking care of people? We’re looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for meetings • collect the right documentation for opening new accounts and service requests • provide the team with a detailed calendar of activities...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: • Keep management systems up-to-date with client information • Educate clients on account services and capabilities • Help with the preparation of reports and other materials for client meetings • Collect the right documentation for opening new accounts and service requests • Plan team marketing events and maintain marketing materials • Provide the team with a detailed calenda...

Are you a transitioning military veteran seeking a career in wealth management? Do you thrive in a collaborative and competitive environment? This internship will prepare you for a post military career in Financial Services. 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 Wealth Management Military Vets Internship. We’re looking for an Intern to: • keep management s...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: • keep management systems up-to-date with client information • make sure financial information and accounting for all client accounts is complete, accurate and auditable • help with the preparation of reports and other materials for client meetings...

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 • Educate clients on account services and capabilities • Help with the preparation of reports and other materials for client meetings • Collect the right documentation for opening new accounts and service requests • Plan team marketing events and maintain marketing materials • Provide the team with a detailed calendar of act...

Are your truly service oriented? Do you enjoy taking care of other people? We're looking for a Client Service Associate to: • basic understanding of relevant taxes affecting private clients • make sure financial information and accounting for all client accounts is complete, accurate and auditable • methodical and accurate team player with good analytical and numerical skills • help with the preparation of reports and other materials for client meetings...

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job...

Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • review estate planning and corporate documents (e.g., Irrevocable Trusts, Operating Agreements) to ensure proper account opening •analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential chances •perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues •assist with the team's administrative tasks and in...

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 • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calendar of act...

Do you know how to manage people? Do you have a knack for implementing service standards? We’re looking for a Administrative Manager to: • manage branch administration, including branch facilities, and provide administrative support • recruit, select, onboard, train and manage administrative support staff • conduct performance reviews and make personnel decisions related to compensation and promotion • educate all employees on administrative policies and procedures • escalate supervisory issues ...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate who will/is: • Collaborate with team in executing team's robust client service model and ongoing account relationship maintenance and support • Prepare presentations and reports for high net worth clients, prospects and intermediaries • Support all aspects of the client service workflow including: assisting in new client on-boarding process, phone coverage and communication with u...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calenda...

Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Client Service Associate to: • Provide ongoing account relationship maintenance and support for our existing clients • Support all aspects of client service workflow including phone coverage, verbal/written communication with ultra-high net worth clients, and online web support • Manage the team’s complex and highly dynamic calendar; coordinate client meetings for a large book of busin...

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job...

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job...

Are you skilled at developing wealth management strategies? Does financial data excite you? • basic understanding of relevant taxes affecting private clients • make sure financial information and accounting for all client accounts is complete, accurate and auditable • methodical and accurate team player with good analytical and numerical skills • help with the preparation of reports and other materials for client meetings • ideally 1-2 years of previous work experience within the financial secto...

Are you truly service oriented? Do you know how to take care of people? • basic understanding of relevant taxes affecting private clients • make sure financial information and accounting for all client accounts is complete, accurate and auditable • methodical and accurate team player with good analytical and numerical skills • help with the preparation of reports and other materials for client meetings • ideally 1-2 years of previous work experience within the financial sector • bachelor's degre...

Are you skilled at developing wealth management strategies? Does financial data excite you? • review estate planning and corporate documents (e.g., Irrevocable Trusts, Operating Agreements) to ensure proper account opening consistent with the various documents •perform research on income, estate, gift, generation-skipping transfer (GST) tax and philanthropic issues •assist with the team's administrative tasks and intellectual capital platform on an as-needed basis •experience with the following ...

Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calenda...

Are you a motivated self starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you....