Client Associate

New York, NYOnsiteFull Time$65,000–$85,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

client information
account services
reports
new accounts
service requests
marketing events
marketing materials
calendar of activities
Microsoft Office Suite
detail oriented

Nice to have

Series 7
Series 66

Role summary

UBS is seeking a Client Service Associate in New York City to support a financial advisor team. This role involves maintaining client information systems, educating clients on services, preparing reports, managing documentation for new accounts, planning marketing events, and maintaining a detailed activity calendar. The ideal candidate will be service-oriented, possess strong interpersonal and communication skills, be detail-oriented, and proficient in Microsoft Office Suite. Series 7 and 66 licenses are preferred but not required. This is a full-time, onsite position within the Wealth Management domain.

Key responsibilities

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Service 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
• provide the team with a detailed calendar of activities

The team

You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate, you’ll play an important role in servicing clients and supporting the business.

Your skills and experience

• series 7 and 66 licenses preferred but not required
• bachelor's or master's degree or equivalent
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New York - New York min USD 65000 - max USD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.

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