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About the Role
We’re looking for a Client Associate to 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, and provide the team with a detailed calendar of 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
- Series 7 and 66 licenses
- Ideally 3-5 years of experience in client service, within the finance sector
- Bachelor degree preferred, focusing on Finance
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite
- Spanish, Portuguese, or Mandarin a plus
Skills
- Client service
- Finance
- Communication
- Interpersonal skills
- Detail orientation
- Microsoft Office Suite
- Spanish
- Portuguese
- Mandarin
Location
- New York, New York
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Bachelor degree preferred
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 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.
- 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.
- Inclusive culture brings out the best in our employees.
- 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 if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.