Wealth Management Team Support Specialist

UBS is looking for a Wealth Management Team Support Specialist who is an organized, motivated professional to join our team. In this role, you will be a key asset to our Wealth Management team by providing a high level of administrative and operational support. The ideal candidate will have excellent communication and organizational skills and will be able to work both independently and collaboratively.The successful candidate will have a Bachelor's degree and at least two years of experience in a similar role. The ability to multitask and prioritize workloads is essential, as is a high level of proficiency in Microsoft Office applications. An understanding of the financial services industry and experience with customer service would be considered an asset.This is an excellent opportunity for an individual who is looking to join one of the world’s leading financial institutions. If you are looking for an opportunity to work with a dynamic team and make a positive contribution to our organization, we want to hear from you.

Responsibilities:

1. Provide administrative and operational support to the Wealth Management team.
2. Maintain a high level of customer service and professionalism when dealing with clients.
3. Manage multiple workloads and prioritize tasks as necessary.
4. Utilize Microsoft Office applications to complete tasks and projects.
5. Ensure all client data is accurate and up-to-date.
6. Maintain a working knowledge of the financial services industry.
7. Respond to client inquiries in a timely and efficient manner.
8. Research and analyze data as needed.
9. Create reports and presentations as required.
10. Develop and maintain relationships with external stakeholders.

According to JobzMall, the average salary range for a Wealth Management Team Support Specialist in New York, NY, USA is $45,000 - $70,000 per year.

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.