Client Associate
UBS•New York, NY
•$75,000 - $90,000
About The Position
The Client Associate works as part of a Financial Advisor team in UBS’s New York Private Wealth Management Office. The role supports the team by maintaining accurate client information, handling cash management and securities-related processing, collecting documentation for account openings and service requests, and coordinating a detailed calendar of activities.
Requirements
- Excellent communication and interpersonal skills.
- Detail-oriented.
- Proficient in Microsoft Office Suite.
Nice To Haves
- Ideally 1–3 years of experience in client service within the finance sector.
- Bachelor’s degree preferred, with a focus on finance, business administration, or a related field.
Responsibilities
- Keep management systems up to date with client information.
- Carry out cash management functions, process securities and correspondence, keep records, and perform margin activities.
- Collect the appropriate documentation for opening new accounts and handling service requests.
- Provide the team with a detailed calendar of activities.
Benefits
- Competitive benefits.
- Flexible working options when possible.
- Opportunities to grow.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
