Client Associate, Sr. Registered
UBS
• Support a GWM team in delivering exceptional client service and expertise.
• Direct contact with sophisticated ultra-high net worth clients including corporate executives, business owners, family offices, multigeneration families and complex layered entities on daily inquiries and account servicing.
• Assist with account opening, onboarding, due diligence and monitoring activities for select households.
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Collaborate with all team members on various high-stakes and in-depth projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements
• Help with the preparation and delivery of reports and other materials to clients.
Detailed salary information:
• San Diego: the salary range for this role is $72000 to $98000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
• Direct contact with sophisticated ultra-high net worth clients including corporate executives, business owners, family offices, multigeneration families and complex layered entities on daily inquiries and account servicing.
• Assist with account opening, onboarding, due diligence and monitoring activities for select households.
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Collaborate with all team members on various high-stakes and in-depth projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements
• Help with the preparation and delivery of reports and other materials to clients.
Detailed salary information:
• San Diego: the salary range for this role is $72000 to $98000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Confirm your E-mail: Send Email
All Jobs from UBS