Knowledge Powered by experience

Aimee Nassif

Senior Client Service Associate
212-713-9291
aimee.nassif@ubs.com

Aimee began her career in the financial services industry at MassMutual where she assisted with operational matters for insurance products. She joined Oppenheimer & Company and began working with Lee, providing administrative support to his clients. Aimee continued to work alongside Lee and his clients as they transitioned to UBS Financial Services together in 2007.

As a central member of the team, Aimee is responsible for all aspects of administrative and operational work. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with our clients over the years.

Away from the office you can find Aimee enjoying live music, a good book, or cooking for guests in her NYC apartment. Aimee is a big animal lover and volunteers with Animal Haven in SoHo. She is also an active member of New York Cares.

 

Areas of Focus

•    Proactive client account maintenance and administration
•    Tax packet preparation and organization
•    General banking services including money wires and electronic funds transfers
•    New client orientation and onboarding
•    Online Services setup and support including banking services and online bill payment


Registered States:
CA, CT, FL, LA, ME, NJ, NY, PA, SD


Grace Anne Wingerter

Client Service Associate
212-713-9278
grace.wingerter@ubs.com

Grace graduated from Drew University with honors and joined UBS Financial Services in 2013 after previously working as a clerical assistant to an ER doctor. Her past experience working in a time sensitive environment was paramount in perfecting her problem solving skills that she now utilizes each and every day delivering high quality service to our clients.

Grace works alongside Aimee assisting her in all aspects of administrative and operational work. She is extremely detailed oriented and is a valuable member of the team ensuring tasks are completed efficiently and with precision.

Away from the office you can find Grace near the water sailing and paddle boarding and she also enjoys going to the theater in the city and practicing yoga. Grace is also actively involved as a volunteer with the Covenant House, a nonprofit charity serving homeless youth across America.

Areas of Focus

•    Respond to client inquiries and implement solutions
•    Account opening and maintenance
•    Ensure accuracy of client information
•    Client review scheduling (quarterly and annual)
•    Maintaining compliance with regulatory requirements


Registered States:
CA, CT, FL, LA, ME, NJ, NY, PA, SD