Client Associate

UBS • New York, NY

39d • $65,000 - $85,000 • Onsite

About The Position

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, and provide the team with a detailed calendar of activities. You’ll be working in the New York International Group branch office in mid-town Manhattan. We provide wealth management solutions to ultra and high net worth clients. This benefits our clients with long and short term financial goals. As a Client Associate, you’ll play an important role in supporting your Financial Advisor(s).

Requirements

• ideally 3-5 years of experience in client service, within the finance sector
• proficient in Microsoft Office Suite

Nice To Haves

• bachelor degree preferred, focusing on Finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• Spanish speaking 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