Client Associate
: Job Details :


Client Associate

UBS

Location: New York,NY, USA

Date: 2024-09-21T07:31:19Z

Job Description:

Your role

Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing

operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and

technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their

problems, and follow through to provide exceptional service. You perform administrative duties that support

Financial Advisors in their daily business practices (e.g., client meetings, on-boarding new clients, marketing,

etc). You support and drive firm initiatives and maintain risk awareness and regulatory knowledge.

Detailed salary information:

* New York: the salary range for this role is $66500 to $70000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise

* 3 - 5 years of client service experience

* High School Diploma or equivalent required; College Degree recommended

* Excellent skills in Microsoft Office Suite and other technologies

* Detail and service oriented

* Good written and verbal communication skills

* Team player with good interpersonal skills

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Apply Now!

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