Liberal Arts Career Services
Liberal Arts Career Services

UBS Financial Service, Wealth Strategy Associate, Application Deadline, BTT Gateway Job ID 11680

Sun, April 17, 2016

Your job, as a Wealth Strategy Associate, is to enhance the client experience by supporting your team in the development of the wealth management business. Your knowledge of firm policy, procedures, and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perform duties that support Financial Advisors in their daily business practices (e.g., on-boarding new clients, client meetings, marketing, etc). You drive firm initiatives and maintain risk awareness and regulatory knowledge. You are analytic, detail, and service-oriented. You effectively communicate information and work well with a team. 

Key Responsibilities: 
- Collect appropriate documentation for new accounts and service requests 
- Educate clients on account services and capabilities 
- Perform business analytics and operational support, as needed, to support Financial Advisors in the growth of business (e.g., business plan, identify client opportunities, etc.) 
- Prepare supporting materials and sample reports that can be used in client and prospective client meetings (e.g., performance reports and asset allocations)

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  • Liberal Arts Career Services

    University of Texas at Austin
    FAC 18
    2304 Whitis Ave. Stop G6200
    Austin, Texas 78712-1508