MUFG Union Bank Client Associate, Officer - San Diego, California - Term Employment in San Diego, California
Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.
Job Summary: Reporting to the Regional Sales Manager of UnionBanc Investment Services, the Client Associate supports all activities of the Financial Advisors (“FAs”) and Senior Financial Advisors (“SFAs”), who offer investments, and insurance products. Assist in the creation of financial plans for brokerage clients. Cross-sell other investment and bank products to existing client base, and develop new business through customer referrals and working with banking partners and clients.
Support Financial Advisors and Senior Financial Advisors to offer investments to clients of the Bank.
Once registered meet with new and existing clients to provide market data, place trades and educate them about investment choices.
Work with clients to provide account information, issue sales/marketing materials, customer service, solve operational issues, and order supplies.
Assist in creating financial plans for clients as directed by an advisor.
Act as a liaison between the Retail Bank and UBIS, to help to set expectations and communicate with key partners.
Coordinate and distribute client mailings.
Organize and execute client facing events in coordination with Financial Advisors by monitoring referral system.
Coordinate and set appointments for advisors.
Minimum of 1 year of experience in a sales or customer service capacity.
If not already in possession, must obtain Series 7 and 63, and 65 within 4 months.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.