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About the Role
As a Client Associate on a Financial Advisor team in the New York Private Wealth Management Office, you will play an important role in managing client information, educating clients on services, preparing for client meetings, and supporting marketing efforts.
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
- Client service
- Finance sector
- Microsoft Office Suite
Location
- New York, New York
Work Type
- Full-time
Experience Level
- 1-3 years of experience
Education Level
- Bachelor degree preferred
Salary/Compensations
- min USD 75000 - max USD 105000 /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.
- Provides diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- Collaboration is at the heart of everything we do.
- Uses artificial intelligence (AI) to work smarter and more efficiently.
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.
- Committed to disability inclusion and providing reasonable accommodation/adjustments throughout the recruitment process.