Client Associate

UBS • New York, NY

27d • $65,000 - $85,000 • Onsite

About The Position

We are looking for a Client Associate to join the Financial Services team in New York. This role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with the preparation of reports and materials for client meetings, collecting necessary 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. The Financial Services team assists high net worth and ultra-high net worth individuals and families in achieving their financial goals through specialized products and services delivered by Financial Advisors.

Requirements

• Ideally 1-3 years of experience in client service, within the finance sector
• Bachelor's or master`s degree or equivalent, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

Nice To Haves

• Cantonese and or Mandarin is a plus

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

Benefits

• Competitive benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level