Annuity Team Associate, UBS Wealth Advice Center

Are you looking for an exciting opportunity to join a top financial institution and make a difference in the lives of clients? Look no further than our Annuity Team Associate position at UBS Wealth Advice Center. As an integral member of our team, you will have the chance to utilize your strong analytical skills and passion for financial planning to support the needs of our clients. We are seeking a driven and detail-oriented individual with a deep understanding of annuities and a desire to provide exceptional service. Join us in helping our clients achieve their financial goals and grow your career at UBS.

1. Provide support to clients in regards to their annuity investments and financial planning needs.
2. Utilize strong analytical skills to review and analyze client portfolios.
3. Stay updated on industry trends and changes in annuity products to effectively advise clients.
4. Communicate with clients regarding their accounts, answering any questions or concerns.
5. Collaborate with financial advisors and team members to ensure clients' needs are met.
6. Conduct research and analysis to identify potential investment opportunities for clients.
7. Maintain accurate and detailed records of client interactions and transactions.
8. Demonstrate a deep understanding of annuity products and effectively explain them to clients.
9. Provide exceptional customer service and strive to exceed client expectations.
10. Contribute to the growth and success of the team and financial institution.
11. Stay compliant with industry regulations and company policies.
12. Continuously seek opportunities for personal and professional development.
13. Ability to work in a fast-paced and dynamic environment.
14. Strong attention to detail and ability to manage multiple tasks simultaneously.
15. Act as a brand ambassador for UBS and uphold the company's values and standards.

According to JobzMall, the average salary range for a Annuity Team Associate, UBS Wealth Advice Center in New Jersey, USA is $50,000-$60,000 per year. However, this can vary depending on factors such as experience, education, and location.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.