Client Associate

UBS • McAllen, TX

3d

About The Position

The Client Associate serves as the primary point of contact for clients and supports client service requests and operational processing for prospects and existing clients of a Financial Advisor. The role responds to inquiries about financial products, services, and account activities; assists with account setup, transfers, and administrative tasks; and works with internal teams to resolve client needs. It also helps improve client satisfaction and support business growth while communicating current industry developments and ensuring compliance with company and regulatory requirements. Fluency in Spanish and English is required.

Requirements

• Bachelor's degree in finance, business administration, or a related field.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust.
• Excellent problem-solving abilities and attention to detail.
• Proficiency in financial software and tools.
• Knowledge of investment products, financial markets, and industry regulations.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure.
• Professionalism, integrity, and commitment to exceptional client service.
• Fluent in Spanish and English.

Nice To Haves

• Registration with appropriate licensing and regulatory authorities.
• Previous experience in the financial services industry is highly preferred.

Responsibilities

• Serve as the primary point of contact for clients and build strong, positive relationships.
• Respond promptly and accurately to client inquiries about financial products, services, and account-related activities.
• Assist clients with account setup, transfers, and other administrative tasks.
• Collaborate with internal teams to address client needs and resolve issues or concerns.
• Identify opportunities to enhance client satisfaction and contribute to business growth.
• Stay informed about industry trends, regulations, and changes to communicate effectively with clients.
• Ensure compliance with company policies, procedures, and regulatory requirements.
• Handle client service requests and operational processing for prospects and existing clients of the Financial Advisor.

Benefits

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

What This Job Offers

• Job Type: Full-time