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About the Role
The Client Associate will strengthen client relationships by serving as the primary contact for client service issues and processing new and existing business for the team.
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 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.
- Bachelor's or Master's degree or equivalent, focusing on financial investments.
- Excellent communicator with solid interpersonal skills.
- Detail-oriented.
- Proficient in Microsoft Office Suite.
Skills
- Client service
- Financial sector
- Financial investments
- Communication
- Interpersonal skills
- Detail-oriented
- Microsoft Office Suite
Location
- Albany, New York, United States
Work Type
- Full-time
Experience Level
- 2-5 years
Education Level
- Bachelor's degree
- Master's degree
Salary/Compensations
- min USD 55000 - max USD 75000 /annum
Benefits
- Competitive benefits package
- 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.
- Offers diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, with presence in over 50 markets.
- Values collaboration, people first, new challenges, supportive teams, growth opportunities, and flexible working options.
- Fosters an inclusive culture.
- Utilizes artificial intelligence (AI) to work smarter and more efficiently.
Equal Opportunity
- UBS is an Equal Opportunity Employer.
- Respects and seeks to empower each individual.
- Supports diverse cultures, perspectives, skills, and experiences.
- Committed to disability inclusion and providing reasonable accommodation/adjustments during the recruitment process.