Wealth Management Support - Middle Office (Latin America)

UBS is a leading global financial services firm. Our Corporate Center partners with each business group around the world to ensure that they operate in an entrepreneurial fashion while following the strategic aims of the company.Summary: To support Client Advisors in business acquisition and retention in the Latin American market, as well as handle day-to-day administration.Ensure the optimal handling of administrative tasks within the Wealth Management Group. Support Client Advisors servicing Latin American Clients by ensuring that administrative and client-related processes are completed. Respond to client inquiries and troubleshoot. Assist Client Advisors who handle long-term relationships with internal/external clients by supporting their operational and compliance matters. Handle account opening/closing, client data management to ensure complete documentation, W-8 tracking, credit documentation after proposal, security transfers, document tracking. Responsible for scheduling appointments, business trips, calendar management, correspondence, phone coverage, filing and other related office duties.We can offer you an exciting, fast-paced work environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:3 years experience in client servicing for high-net-worth individuals in Private Banking or brokerage sales environment. Strong technical computer expertise in MS Office - Word, Excel and Powerpoint, Outlook; knowledge of MS Access preferred. Fluency in Portugese or Spanish. Strong organizational skills; and excellent verbal and written communication skills. Must be proactive, take initiative, and be able to work in a fast-paced, dynamic environment. BA preferred.