Annuity Team Associate, UBS Wealth Advice Center

Are you a highly motivated individual with a passion for finance and customer service? UBS, a leading global financial services firm, is looking for an Annuity Team Associate to join our Wealth Advice Center team. As an Annuity Team Associate, you will work closely with financial advisors and clients to provide support and expertise in annuity products. We are seeking individuals who are detail-oriented, organized, and possess strong communication skills. If you are looking for a challenging and rewarding opportunity to grow your career in the financial industry, we encourage you to apply for this role.

1. Provide exceptional customer service to clients by promptly responding to inquiries and addressing any concerns or issues related to annuity products.
2. Collaborate with financial advisors to identify and recommend appropriate annuity products for clients based on their financial goals and needs.
3. Conduct research and stay updated on industry trends and regulations related to annuity products.
4. Assist in the preparation and submission of annuity applications and paperwork.
5. Maintain accurate and organized records of client interactions and transactions related to annuity products.
6. Coordinate with internal teams to ensure timely and accurate processing of annuity transactions.
7. Communicate effectively with clients, financial advisors, and internal teams to provide updates and resolve any issues related to annuity products.
8. Participate in training and development opportunities to expand knowledge and expertise in annuity products and services.
9. Proactively identify and suggest improvements to existing processes and procedures related to annuity products.
10. Adhere to company policies and procedures, as well as industry regulations, to ensure compliance and mitigate risks related to annuity products.

According to JobzMall, the average salary range for a Annuity Team Associate, UBS Wealth Advice Center in North Carolina, USA is between $60,000 to $80,000 per year. However, this can vary depending on factors such as experience, location, and specific duties and responsibilities within the role. It is important to note that this is just an estimation and actual salaries may differ.

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.