Client Associate

Your role

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

We're looking for a Client Service Associate to provide:

- administrative tasks including scanning, filing, daily

report review, process management and follow through,

general appointment preparation assistance, and client

relationship management (CRM) maintenance.

- Analytical components include researching compliance,

investment, and insurance policy information, creating

informational recaps for the team, generating reports for

client meetings, requesting illustrations, monitoring

business analysis, and creating executive summaries.

- Creative duties involve PowerPoint, Excel, and Word

document creation, website editing, maintenance, and

management, updating marketing materials, managing

the teams' social media campaigns, creating event

invitations, and event planning and execution.

Those applying should be seeking exciting work in a fast paced environment which encompasses a wide variety of aspects across multiple business lines. This position requires a commitment to detailed work-product, strict confidentiality of client information, and a high degree of integrity.

This entry-level position affords the successful candidate the opportunity to develop and grow their existing skills alongside a high-performing and rapidly expanding team of professionals, with the prospect of building a lasting and rewarding long-term career.

Your team

Parham Deidiker Wealth Advisors is seeking an employee to provide administrative, analytical, and creative support to the existing 6 person team. You will work closely with each of the team members to maximize output and efficiency.

Your expertise

- Financial experience and licensing is not required for this

position.

- Applicants should have a college degree, or have at least

4 years' experience working in an administrative position.

- excellent communicator, with solid interpersonal skills

- detail oriented

- proficient in Microsoft Office Suite

About us

UBS is the world's largest and the 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

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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 Statements

UBS 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.