Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like that who can provide operational and administrative support to financial advisors. You’ll:
– keep management systems up to date with client information
– educate clients on account services and capabilities
– help with the preparation of reports and other materials for client meetings
– collect the right documentation for opening new accounts and service requests
– plan team marketing events and maintain marketing materials
– provide the team with a detailed calendar of activities

Detailed salary information:
• Palo Alto: the salary range for this role is $68000 to $75000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.