Client Associate

UBS • Providence, RI

18h • Onsite

About The Position

The Client Associate supports a Wealth Management team onsite in UBS’s Providence, Rhode Island office. The role helps the team service client needs by maintaining client information, explaining account services and capabilities, preparing materials for client meetings, collecting documentation, coordinating marketing activities, and organizing team calendars.

Requirements

• Excellent communication and interpersonal skills.
• Strong attention to detail.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Ideally 0–2 years of client service experience in the finance sector.
• A bachelor’s degree focused on finance is preferred but not required.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• Supportive team
• Opportunities to grow
• Flexible working options when possible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed