Client Associate
As a Client Service Associate at UBS Financial Services, Inc., I specialize in enhancing client experiences and implementing effective investment strategies. With a strong background in client services and legal support, I bring a unique blend of skills to the financial services industry.
I assist wealth advisors in developing and implementing investment portfolios, ensuring that our clients receive top-notch service and support. My role involves acting as a liaison between clients and advisors, developing media presentations for seminars, and managing client databases with precision. I am also an authorized notary public in Texas, which allows me to handle client document requests efficiently and securely.
Prior to my current role in Financial Services, I served as a Paralegal at Schirmmeister Diaz-Arrastia Brem LLP, where I managed office scheduling, filed court documents, and supported attorneys in complex legal processes. My experience in legal research, drafting pleadings, and organizing trial exhibits has honed my attention to detail and ability to work under pressure.
I hold a Bachelor of Arts in Communication from the University of Houston and am fluent in Spanish, which enables me to connect with a diverse range of clients. My commitment to continuous learning and professional development drives me to stay updated with industry trends and best practices.
I am dedicated to leveraging my skills to contribute to the success of my team and the satisfaction of our clients. Let's connect and explore how we can collaborate to achieve financial goals and create lasting value.
Education
Client Associate
As a Client Service Associate at UBS Financial Services, Inc., I specialize in enhancing client experiences and implementing effective investment strategies. With a strong background in client services and legal support, I bring a unique blend of skills to the financial services industry.
I assist wealth advisors in developing and implementing investment portfolios, ensuring that our clients receive top-notch service and support. My role involves acting as a liaison between clients and advisors, developing media presentations for seminars, and managing client databases with precision. I am also an authorized notary public in Texas, which allows me to handle client document requests efficiently and securely.
Prior to my current role in Financial Services, I served as a Paralegal at Schirmmeister Diaz-Arrastia Brem LLP, where I managed office scheduling, filed court documents, and supported attorneys in complex legal processes. My experience in legal research, drafting pleadings, and organizing trial exhibits has honed my attention to detail and ability to work under pressure.
I hold a Bachelor of Arts in Communication from the University of Houston and am fluent in Spanish, which enables me to connect with a diverse range of clients. My commitment to continuous learning and professional development drives me to stay updated with industry trends and best practices.
I am dedicated to leveraging my skills to contribute to the success of my team and the satisfaction of our clients. Let's connect and explore how we can collaborate to achieve financial goals and create lasting value.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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