Your role
We're looking for a Senior Wealth Strategy 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 activities
Your expertise
Ideally 5+ years of industry experience in client service, within the finance sector
• FINRA Series 7 & 66 required
• Bachelor's degree preferred - focusing on Finance or Economics
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States-New Jersey-Florham Park min USD 85000 - max USD 115000/annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
