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Title Investment Center Financial Advisor -- Charlotte NC
Job Reference # 89227BR
Location United States - North Carolina
City Charlotte
Function Category Financial Advisors
Business Divisions Wealth Management Americas
Job Type Full Time
Description As a UBS Investment Center Investment Representative your job is to:
*Deliver superior advice to clients through inbound and outbound call campaigns
*Seek to provide efficient "one call" resolution to our client's concerns
*Execute on specific branch tasks assigned to you by your Lead Financial Advisor
*Execute on back office tasks to include but not limited to check processing, Document review and new account opening as needed
*Facilitate client responses to marketing initiatives
*Demonstrate a solid understanding of market conditions to provide "on the spot" advice and portfolio reviews
*Ability to provide a superior client experience while handling 40+ calls/day in a high volume call center environment.
*Excellent listening & outstanding communication skills both verbal and written - including grammar and voice quality
*Demonstrates coachability and the ability to provide constructive feedback when appropriate
*Demonstrates self confidence and the ability to maintain composure in challenging environments
*Ability to handle client concerns with tact and professionalism
*Series 7 required. Will need to take and successfully pass the Series 66 within 60 days of employment
Requirements * A minimum of 2 years recent work experience as an Investment Representative from a Wealth Management firm, preferably from an inbound and outbound phone based envrionment required
* Knowledge of Account Opening procedures for NRA (IRMA documentation and process, Account Opening Structures, Client Confidentiality
* Series 7 required. Will need to take and successfully pass the Series 66 within 60 days of employment
* Bachelor's Degree preferred but not mandatory
* Candidates must be proficient with Microsoft Suite Applications, including Outlook, Word & Excel
*Excellent listening & outstanding communication skills both verbal and written
*Demonstrates self confidence and the ability to maintain composure in a challenging environments
*Ability to handle client concerns with tact and professionalism
Our Offering UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Take the next step Ready to take the next step? Apply now at www.ubs.com/careers. We look forward to hearing from 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.
