Client Associate

UBS • Rochester, NY

90d • $55,000 - $60,000

About The Position

As a Client Associate at UBS, you will play an important role in assisting a Financial Advisor and his clients with various administrative tasks. Your responsibilities will include keeping management systems up-to-date with client information, educating clients on account services and capabilities, and helping with the preparation of reports and other materials for client meetings. You will also be responsible for collecting the right documentation for opening new accounts and service requests, planning team marketing events, maintaining marketing materials, and providing the team with a detailed calendar of activities.

Requirements

• Series 7 and 66 licenses (for registered CSAs only); agree to get fully licensed per FA/line manager request
• 3-5 years of experience in client service, within the finance sector
• A college degree in banking/finance/wealth management
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

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

What This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree