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About the Role
As a Client Associate, you’ll play an important role in servicing clients and supporting the business within a financial advisor team.
Responsibilities
- Keep management systems up-to-date with client information
- Educate clients on account services and capabilities
- Help with the preparation of reports and other materials for client meetings
- Collect the right documentation for opening new accounts and service requests
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities
Requirements
- Excellent communicator, with solid interpersonal skills
- Detail oriented
Skills
- Microsoft Office Suite
Location
- New York City, NY
Work Type
- Full-time
Experience Level
- 0-2 years of experience in client service, within the finance sector
Education Level
- Bachelor degree preferred, focusing on finance
Salary/Compensations
- min USD 65000 - max USD 85000 /annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
About the Company
- 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.
Equal Opportunity
- 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.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.