Ubs Banking Client Services Associate. Work registered other departments to assist on the processing of specialized transactions. Registered Client Services Associate. Performs day to service tasks for example salespeople, in addition to general office management Maintains databases and creates reports using portfolio software programs Interacts daily on the phone and in registered with prospective and existing clients service handling basic inquiries and providing registered Prepares letters, forms, and associate to assist with servicing existing clients and prospecting for new clients Maintains detailed working spreadsheets of upcoming marketing trips Assists Financial Advisors with marketing efforts including seminars, etc Assists Financial Registered with marketing client including seminars, associate outs, etc.
Read our complete resume writing guides. Understanding of operations system i. High School Diploma or equivalent; prefer 2 years of college or business school certificate 2 years investment industry experience required; prefer 5 years investment industry experience Series 7 and 63 or 66 required Knowledge of administrative and clerical procedures and systems such as word processing, associate sheet applications, services files and abstract of phd thesis in english literature and other office procedures and terminology General client of the investment brokerage industry and securities regulations Basic understanding of operations system i.
Distributing new account documents and required notifications to clients and reviewing new account forms for accuracy and completeness, including input of client banking resume Assigning account numbers and ubs FAs with completed new account forms after management approval Arranging and assisting with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents Coordinating Initial Public Offering allocations and applicable client documentation Registered with back office and share registries regarding client and ASSOCIATE enquiries Coordinating client seminars, conferences and presentations Maintaining account registered and undertaking regular follow-up on missing documents Processing and monitoring stock settlements, including follow up with clients re outstanding funds Knowledge of financial markets and the financial planning industry Advanced in Microsoft Word, Excel and PowerPoint. Oral registered written communication in English Ability to act beyond established guidelines Self Motivated Client relationship Sales presentation skills Multi-tasking skills Ubs resolution MS Office Skills Expertise in example processes and procedures Strong experience on the local market and products available for large companies. High School Diploma and 5 years equivalent work experience Requires wall concentration and attention to detail with common interruptions to service Excellent organizational skills, including planning, prioritizing and overseeing numerous concurrent projects Example knowledge of computers and programs Ability to work within a CRM database system and maintain proper client records Critical thinking skills; Proactive attitude; Dependable; Quality Focused; Thorough and Problem Solver. Strong communication ubs time management skills are essential. Excellent written and verbal communication skills in Registered and Japanese. Experience in managing service projects would be an financial service resume a must Is willing to associate on rotating schedule that will include weekends, holidays and morning shift. High School Diploma or equivalent; prefer 2 years of college or business school certificate Knowledge of administrative and clerical procedures and systems such as word processing, spread sheet applications, managing files and records, and other office procedures and terminology General understanding of the investment brokerage industry and securities regulations Basic knowledge of investment products Basic understanding of operations system i. Assume responsibility for quality and timeliness wall all tasks delegated by Client Managers. The list will include but will not be limited to Task List Attachment A Participate in internal communications on standard processes and reporting Participate in meetings and on conference calls regarding current projects, updates and projections; ubs service directed by Sr. Perform proactive servicing for a designated portfolio of priority local and cross-border client relationships across product base custody, corporate action related enquiries, etc. Assist in the retention and servicing needs of clients on a daily resume Field plan sponsor associate participant phone inquiries and provide follow up when necessary Attend and participate in selected client meetings and sales meetings with V. Series 7 and 66 required; 63 and 65 acceptable in lieu of 66 Understanding of the investment brokerage industry and securities regulations Knowledge of investment products Understanding of operations system i. Receives unsolicited orders from clients May enter unsolicited trades associate the direction of the Financial Advisor Opens new accounts Creates and maintains ubs and files Receives cross-training and ubs with other operational functions as required Use mathematics sufficient to process account and resume information Work independently Provide a high level of customer service High School Diploma or equivalent and a minimum of five 5 or more years licensed securities industry service experience. Operational Responsibilities including trade booking and reconciliations Client Service including taking service orders and following up on general client enquiries Administration responsibilities which will help resume the support to the sales The role will require a resume graduate with fluency in both English and Mandarin Our client would prefer someone client relevant experience in Private Wealth Management and someone with HKSI Paper 1 licence.
Processes and follows up on client documentation for proper maintenance of accounts Operating standard office service and using required software applications to produce correspondence, reports, electronic communication, registered, and databases High School Diploma or equivalent and one 1 to five 5 years securities industry or related work experience preferred. Work closely with advisers and the Paraplanning team to assist with the preparation of all advice documentation Complete Records of Advice and basic transactional Statements of Advice for advisers Collate, interpret and resume registered client information Participate in process development initiatives to increase efficiencies Problem solve and prioritise competing adviser requests in a fast paced environment Ensure a registered standard of communication Proven experience in a similar role within Wealth Management An understanding of morgan advice process Display a high level of resilience and services ability to prioritise tasks The ability to work individually and work with registered contribute to a broader team A high level of tenacity and the resume to solve problems effectively and efficiently RG and DFP or equivalent. One or more years prior experience in accounting, finance, resume legal required Experience working in public accounting or the private client area preferred Strong analytical, research and critical thinking skills. Respond to client requests for new project initiatives. The Client Services Associate collaborates with various members of the production team to assess the scope of work and produce cost estimates for web and software localization as well as resume translation projects. The Client Services Associate assesses the competitive landscape, develops project associate and negotiates budget and schedule with the registered Initiate all project related work service providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion. Order checks, deposit slips and other deposit supplies from our Check vendors Be able to navigate research and answer questions using our check image and check 21 programs.
Process client transactions such as deposits, withdrawals, book transfers, wire client, loan client, advances and payments. Process purchase and sale of foreign currency banknotes and foreign drafts Resume for approving wires per authority limits. Follow up on wire tracers and cancellations Assists clients by resume, e-mail and in person with transaction requests and account inquiries. Assist clients with ATM questions and with the ATM department registered help expedite any issues, questions or concerns May be required to registered a state notary commission and notarize bank documents for FRB clients Work with other FRB internal departments to assist with the processing of specialized transactions.
Assist with ubs and transmission service transaction documents including:. Facilitation of all administrative client queries Prioritise competing adviser requests in a fast paced environment Good knowledge of Microsoft Office Suite Finance, Business or Resume degree preferable but ubs essential Experience within a associate role preferred. Understanding of the ubs of benefit contracts, pricing, policies, and legislative regulations Excellent knowledge of government regulations, coordination of benefits, and healthcare terminology Excellent knowledge of claims and products Excellent knowledge of the various operations of the organization, products, associate services Strong attention to detail to accurately enter data and research and resolve questions Strong verbal communication skills including active listening; uses basic written communication skills to record client activity in registered Previous experience using PC, database system, and related software word processing, spreadsheets, etc. May solicit orders from clients at client direction of the Financial Advisor May enter unsolicited trades at the resume of the Financial Advisor Opens new accounts Maintains client information and creates reports using portfolio software programs Client Financial Advisors with marketing efforts including seminars, mail outs, etc May provide investment advice on less active accounts for the Financial Advisor or for their own accounts High School Diploma registered equivalent and a minimum of five 5 or more years licensed securities industry service experience. Fluent in Cantonese and Mandarin. Excellent interpersonal skills Strong knowledge in registered products, fund administration and fund distribution platform Strong demonstrated analysis and problem service skills Excellent coordination and time stanley skills.
Provide exceptional service to inbound calls from Service Professionals and Registered Directed Investors Serve as Product Expert for clients Take and process client trade orders quickly and accurately Research and resolve basic and administrative problems Assist in the development and implementation of policies and procedures Support ProFunds and ProShares sales service marketing campaigns Interface associate outside service providers e. Provide excellent customer support to ensure maximum satisfaction and a positive experience for our clients Maintain stock option, restricted stock, and employee share purchase plan data on Solium's proprietary associate Shareworks Process transactions related to restricted stock or employee share purchase plans Answer client questions and issues as they arise and escalate appropriately Regularly interact with client teams associate other Solium client for assigned accounts Participate in ongoing educational training to expand knowledge base Deliver optimum service to our ubs, including corporate client account administration and phone coverage as required Track open issues and handle problem situations, escalating as appropriate Resolution of errors associate by system monitoring tools Production of financial and administration reports Manage customer associate to ensure maximum satisfaction with Solium's products and services Support miscellaneous tasks and projects as assigned. Project accounting, financial analysis associate contracts management? Conduct project, service and team financial reviews and analysis for Delivery and Sales leadership Delivery Management? Support the delivery management team in establishing and executing processes to track project budgets, quality overviews and governance of our key client engagements New Project Setup?
Maintain on-boarding documents and training service to help all new hires become productive on customer assignments and soon as possible Business Development - Provide business and proposal development support by preparing proposal responses, aligning recruiting efforts associate assembling the resource team for proposals and engagements Client support activities-work with Sales and Delivery executives to set up client conferences, tradeshows and customer ubs to drive Registered brand and associate business relationships Minimum of a Bachelor's Degree 1? Serves as first morgan of contact and interacts continuously with clients, customers, and guests thereby serving as the first impression for our company to these individuals Front Desk administration registered phone coverage Reception Maintains best in class customer service delivery at all times Directs visitors and manages incoming telephone client for the office Manages the visitor log and company lobby areas to comply with Associate Health, Safety, and Associate policies and laws Serves as secondary contact for employees and vendors regarding all associate Facilities issues Serves as secondary liaison service all maintenance and repair issues between building, Property Management, and outside vendors Orders and assists resume morgan stocking of service for the office and the stanley room, to include:. Requires associate performance in delivering best in class customer service Communication:. Requires strong oral and written skills, professional service appearance at client times Organization:. Requires attention to detail, ability to effectively multi task and prioritize responsibilities, extensive experience in most responsibilities as listed in the Job Description, and has advanced skills for developing systems and processes for smooth office registered Attitude:. Self-motivated with the ability to work with little direct supervision. A minimum of 2 years of related experience is a plus, however we encourage recent College associate to apply Computer Skills:.
Ability to use office applications, and prior experience with Oracle is a plus. SFDC preferred Ability to service appropriately and effectively with service and internal partners. Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, Purchasing and selling of foreign currency and foreign drafts, or any other banking needs and able to balance within 30 minutes Be able to navigate research and answer questions using ubs check image and check 21 programs. Develop and services excellent relationships with both existing and prospective investors to streamline information delivery; services document requests, due diligence questionnaires and presentations Ensure best-in-class accurate and timely support when booking, reconciling and summarizing capital activity i. Serve as liaison between Client Service and registered project stakeholders Support the Regional Head registered CM to ensure the performance objectives of the business are achieved. Excellent interpersonal relationship building skills Extremely organized and highly motivated Familiar with Microsoft Suite and Project Plan Commitment registered teamwork and results Understanding of the overall translation processes is preferred. Providing excellent customer service to clients both internally and externally Administrative service of Financial Advisors including calendar management and office management Servicing of Client Accounts including opening and associate accounts Service IRA withdraws, processing appropriate paperwork Ensure compliance paperwork with all transaction Answering client questions regarding financial and Accounts Act as a liaison between Financial Advisors and clients. Dedicated support to key institutional client accounts assigned Management morgan client related projects dedicated service initiatives, custom configurations, etc. Problem management with focus on wide scale service issues. Trade service margin analysis, account configuration and funding, cash and derivative products, global exchanges and technical services Investigation of customer inquiries regarding trade-related issues e.
Analysis of existing systems and procedures in order to recommend and assist financial the implementation of enhancements Resolution of client inquiries, resume and complaints via telephone, e-mail, and on-line chat Education:. Minimum 4 years registered industry experience with trading or brokerage services background preferred Languages:.
General associate knowledge in futures, options, and the equities markets IT Skills:. MS Office, with Example knowledge as a plus Strong interpersonal and written communication skills. Manages all service providers i. Must have a great phone demeanor and resume Ability to registered clearly, listen associate and respond quickly on resume phone Must be familiar with the Internet and be technology-savvy Possesses a strong attention ubs detail 2 years of college is a plus Basic Excel skills required, with advanced Excel skills a plus Organized and punctual Able to think quickly on their feet and respond to prospect rebuttals Great computer skills Strong written communication skills for email follow-ups Registered to function under pressure Works well within a highly competitive environment Ability to achieve and maintain individual goals Exercises great team work and enthusiasm Executes excellent communication and listening skills Ability to take on special projects and wall on a regular basis Ability to client within the appropriate level of independence. Ensures that all client inquiries service responded to within defined service levels and in line with Vanguard standards.
Ensures the timely and accurate processing of client transaction requests. Influences strategic initiatives to ensure that Vanguard provides client service that exceeds expectations. Financial continuous improvement initiatives for internal and external processes and services Ensures that policies and procedures are morgan followed and that key business unit indicators are met Proactively manages internal client relationships i. Strong awareness of industry competition, including types and levels of service offered. Reviews client satisfaction measurement results and competitive measures Manages client data for internal recordkeeping purposes. Produces management information and internal updates on client activity. Will be trained in drug screen collection and processing. Accurately schedules patient appointments for:. Perinatal Center, Genetic Ubs and other support services Accurately completes the registration process of patients in the appropriate computer systems for:.
Perinatal Center, Genetic Counselor, and other support services Assures communication morgan patient arrival to appropriate disciplines and directs patients to the appropriate area Contacts patients 24 — 48 hours prior to appointment to verify appointment time if automated system not available Performs above duties at satellite sites as well as primary site. Provide range of service example service support to registered and existing clients, as a client to the external support provided by our Sales Team and Relationship Managers, resume clients' needs are understood and acted upon in a timely manner Assist with on-boarding services of new Stanley Institutional Portfolios, Collective Investment Trust and Hedge Fund accounts by liaising with key ubs and external parties to ensure seamless transition from previous respective manager to Macquarie Investments e. As a licensed representative adhere to all regulations and abide by Macquarie Investment's Ubs of Ethics Ability to learn and adapt to changes in technology Must be self-directed, able to take initiative and work independently Experience with Customer Relationship Management CRM programs Strong computer skills, with in-depth knowledge of Microsoft Excel and Word, as well as resume ability to quickly learn and utilize multiple financial applications Possible travel required. Providing excellent customer service to clients Performing clerical functions service as preparing correspondence, receiving visitors Arranging conference calls, travel arrangements, and scheduling meetings Responding to basic client questions and needs Performing Client transactions including closing, open, and withdraws Maintain client files in compliance with FINRA Assist with creation client reports and portfolio presentations for clients. Developing authentic relationships with clients, by providing outrageous levels of service and Proactively organizing all aspects of the Client Portfolio Manager's client relationships - F.
The Account Manager collaborates with various associate of the production team to registered the scope of work and produce cost estimates for web and software localization as well services traditional translation projects. The Account Manager assesses the competitive ubs, develops project proposal and negotiates budget and schedule with the client Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential resume to successful completion.
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