We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.
Job Summary and Mission:
We are looking for a Registered Client Service Associate with a consulting background to help lead a UBS Institutional Consulting Group team which focuses on corporate retirement plans. UBS Institutional Consulting consists of a select group of approximately 125 Institutional Consultants nationwide of the firm's approximately 7,000 Financial Advisors. Our corporate retirement plan practice provides investment consulting, plan design and participant services to a wide range of institutions and corporations in the U.S. This is a high exposure and high reward position.
Act as the lead consultant/service person to approximately 50 senior executive relationships through a combination of:
â€¢ Servicing existing clients
â€¢ Generating new business through client relationships and alternative services
â€¢ Service clients in a thoughtful, timely, and proactive manner.
â€¢ Working with UBS resources to provide the most relevant investment ideas
â€¢ Strategic investment planning: asset allocation, manager structure, investment policies
â€¢ Plan implementation: conducting manager due diligence, evaluations and searches
â€¢ Performance evaluation: monitoring existing client portfolios through reviewing quarterly performance measurement reports and manager due diligence
â€¢ Research and education: researching and responding to all client requests
â€¢ Foster a team environment
â€¢ Bachelorâ€™s Degree is required
â€¢ Must possess a minimum of three to five years experience in the corporate retirement plan services industry.
â€¢ Must be expert in Microsoft products especially Excel.
UBS Financial Services, Inc - 2 years ago
If you be wealthy then UBS is for you. UBS is one of the world's largest private banks with operations in more than 50 countries. UBS a...