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.
Responsibilities:
Act as the lead consultant/service person to approximately 50 senior executive relationships through a combination of:
• Servicing existing clients
• Generating new business through client relationships and alternative services
• Service clients in a thoughtful, timely, and proactive manner.
• Working with UBS resources to provide the most relevant investment ideas
