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About the Role
The Client Service Associate will be the front line for client contact, client service issues, and processing existing and new business for the team, helping to strengthen client relationships.
Responsibilities
- Keep management systems up-to-date with client information.
- Educate clients on account services and capabilities.
- Assist 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
- Series 7 and 66 licenses (for registered CSAs).
- Ideally 2-5 years of experience in client service within the finance sector.
- Excellent communicator with solid interpersonal skills.
- Detail oriented.
- Proficient in Microsoft Office Suite.
Skills
- Client service
- Finance sector
- Communication
- Interpersonal skills
- Detail orientation
- Microsoft Office Suite
Location
- Albany, New York, United States
Work Type
- Full-time
Experience Level
- 2-5 years
Education Level
- Bachelor's or Master's degree or equivalent, focusing on financial investments
Salary/Compensations
- USD 55000 - 75000 /annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
About the Company
- UBS is a leading 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 globally.
- Collaboration is at the heart of everything UBS does.
- UBS is dedicated to its craft and passionate about putting its people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
- UBS utilizes artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- UBS is an Equal Opportunity Employer.
- UBS respects and seeks to empower each individual and supports the diverse cultures, perspectives, skills and experiences within its workforce.
- UBS is committed to disability inclusion and provides reasonable accommodation/adjustments throughout the recruitment process.