Client Associate

UBS • New York, NY

47d • $75,000 - $90,000 • Onsite

About The Position

We’re looking for a Client Associate to join a Private Wealth Management team in the New York City office. This role plays an important part in supporting a professional and highly respected team. The Client Associate will be responsible for keeping management systems up-to-date with client information, educating clients on account services and capabilities, and assisting with the preparation of reports and other materials for client meetings. Additionally, the role involves collecting the 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.

Requirements

• series 7 and 66 licenses (for registered CSAs only)
• ideally 3+ 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: Mid Level