Client Associate

UBS • New York, NY

27d • $65,000 - $85,000 • Onsite

About The Position

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

Requirements

• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• bachelor's or master`s degree or equivalent

Nice To Haves

• series 7 and 66 licenses preferred but not required

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

• flexible working options when possible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree