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About the Role
We are looking for a Client Associate who is service oriented and skilled in taking care of people. This role involves managing client information, educating clients on services, preparing reports, and supporting marketing events.
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
- Proficient in Microsoft Office Suite
Skills
- Communication
- Interpersonal skills
- Detail orientation
- Microsoft Office Suite proficiency
Location
- Melville, NY
Work Type
- Full-time
Education Level
- Bachelor degree preferred
Salary/Compensations
- USD 55000 - 75000 /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.
- UBS also 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.
- At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.
- We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
- Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
- We use artificial intelligence (AI) to work smarter and more efficiently.
- Collaboration is at the heart of everything we do.
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.