Job Type

Full Time

Job Reference #

345432BR

City

McAllen

Key Responsibilities

Are you a detail-oriented multi-tasker? Do you know how to make sure things run smoothly? We’re looking for someone like you who will:

serve as the primary point of contact for clients, building strong and positive relationships
respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities
assist clients with account setup, transfers, and other administrative tasks
collaborate with internal teams to address client needs and resolve any issues or concerns
proactively identify opportunities to enhance client satisfaction and contribute to business growth
stay updated on industry trends, regulations, and changes to effectively communicate with clients
ensure compliance with company policies, procedures, and regulatory requirements

The team

You will be the point of contact for client services requests and operational processing for prospects and the existing clients of the Financial Advisor.

Your Skills And Experience

bachelor's degree in finance, business administration, or a related field
registered with appropriate licensing and regulatory authorities is a plus
previous experience in the financial services industry is highly preferred
strong interpersonal and communication skills, with the ability to build rapport and establish trust
excellent problem-solving abilities and attention to detail
proficiency in using financial software and tools
knowledge of investment products, financial markets, and industry regulations
ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure
professionalism, integrity, and a commitment to delivering exceptional service to clients
Fluent in Spanish and English

About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

Finance Jobs in McAllen, Texas, United States

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