Client Associate

UBS • New York, NY

10d • $55,000 - $75,000

About The Position

The Client Associate supports a Financial Advisor team in UBS’s New York Private Wealth Management Office. The role helps maintain client information and keep clients informed about account services and capabilities. It also supports client meetings by preparing reports and materials, gathers documentation for new accounts and service requests, plans team marketing events, maintains marketing materials, and provides the team with a detailed calendar of activities.

Requirements

• Ideally 1–3 years of experience in client service within the finance sector.
• Excellent communication and interpersonal skills.
• Detail-oriented.
• Proficient in Microsoft Office Suite.

Nice To Haves

• A bachelor’s degree, preferably with a focus in finance, business administration, or a related field.

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 processing service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Benefits

• UBS offers competitive benefits; details are available at ubs.com/employee-benefits.
• Supportive team and 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