Are you a great listener and clear communicator? Do you have a passion for growing and deepening relationships? We’re looking for someone like you who can deliver an exceptional client experience to our UBS employees.

• provide a high level of support and advice to UBS employees by acting as the dedicated point of contact at the UBS Wealth Advice Center (WAC)
• deliver the client onboarding experience to UBS employees that recently joined our firm by being the initial point of contact and providing white glove experience
• promptly handle inbound calls and effectively service client needs while managing all appointment as assigned
• deepen existing client relationships by conducting discovery conversations and making suitable investment recommendations with confidence and implement solutions that support our client’s goals
• perform onsite meetings and presentations to current and new UBS employees as appropriate
• become an expert on the entirety of the WAC’s products, services and operational framework
• stay up to date with HR Employee Benefits and policies

Detailed salary information:
• New Jersey, North Carolina: the salary range for this role is $65000 to $93000.
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.