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About the Role
We are looking for a Client Associate to manage client information, educate clients on services, prepare for client meetings, and handle documentation for new accounts and service requests. This role also involves planning marketing events and maintaining marketing materials, as well as providing a detailed calendar of team activities.
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
- Ideally 1-3 years of experience in client service, within the finance sector
- Bachelor's or master`s degree or equivalent, focusing on finance
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite
- Cantonese and or Mandarin is a plus
Skills
- Client service
- Finance
- Communication
- Interpersonal skills
- Detail orientation
- Microsoft Office Suite
- Cantonese
- Mandarin
Location
- New York
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Bachelor's degree
- Master's degree
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 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.
- Collaboration is at the heart of everything we do.
- We use artificial intelligence (AI) to work smarter and more efficiently.
- Our inclusive culture brings out the best in our employees.
- We offer new challenges, a supportive team, opportunities to grow and flexible working options when possible.
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.