Client Associate

UBS • New York, NY

46d • $65,000 - $85,000 • Onsite

About The Position

We’re looking for a Client Associate to join a financial advisor team in a support staff capacity in New York City. As a Client Associate, you’ll play an important role in servicing clients and supporting the business.

Requirements

• Ideally 0-2 years 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

Nice To Haves

• Bachelor degree preferred, focusing on finance

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: Entry Level