Client Associate

New Haven, INOnsiteFull TimeEntry-level (exp-based)Posted 1 month agoVisa sponsorship available

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Required skills

Series 7
Series 66
client service
finance sector
excellent communicator
detail oriented
Microsoft Office Suite

Nice to have

client information
account services
client meetings
new accounts
service requests
marketing events

Role summary

UBS is seeking a Client Associate for their WMA branch office. This role involves maintaining client information in management systems, educating clients on services, preparing reports for client meetings, collecting documentation for new accounts, planning marketing events, and managing team calendars. The ideal candidate has at least one year of client service experience in the finance sector, excellent communication and interpersonal skills, is detail-oriented, and proficient in Microsoft Office Suite. Series 7 and 66 licenses are required for registered CSAs.

Key responsibilities

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

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
• provide the team with a detailed calendar of activities

The team

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial
advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• ideally one year of experience in client service, within the finance sector
• 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

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.

Ready to apply?

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