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Executive / Team Assistant

Company: UBS
Location: Plano
Posted on: March 29, 2020

Job Description:

Your role

Are you truly service oriented? Do you know how to take care of people?
We are looking for an Executive/Team Assistant to:
---manage shared team and individual Outlook calendars.
---keep Contact Management systems up-to-date with current client information and preferred contact method(s).
---cultivate and maintain client relationships through regular communication and correspondence.
---schedule all meetings for the team and assist with meeting/document preparation
---draft meeting recap email summarizing action items discussed in client meetings, and follow up with team on pending items.
---educate clients on account services and capabilities and assist with setting up online services, mobile apps, etc.
---collect the right documentation for opening new accounts and service requests.
---facilitate team expense reports.

Your team

You'll be working as part of Wealth Management Americas within a large wealth management team in Plano, Texas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Relationship Specialist, you will play an important role in welcoming clients/families to your team and deepening relationships.

Your expertise

---excellent communicator, with solid interpersonal and writing skills
---ability to multi-task
---you are a problem solver with desire to go the extra mile for clients
---you are great at building networks and connections with people.
---detail oriented and organized (nothing gets past you).
---proficient in Microsoft Office Suite

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Keywords: UBS, Plano , Executive / Team Assistant, Other , Plano, Texas

Click here to apply!

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