Client Service Associate

UBS • Paramus, NJ

45d • $65,000 - $85,000 • Onsite

About The Position

We’re looking for a Client Associate to join a team of Financial Advisors in the Paramus, NJ office. This role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with the preparation of reports and other materials for client meetings, collecting the right documentation for opening new accounts and service requests, planning team marketing events and maintaining marketing materials, and providing the team with a detailed calendar of activities.

Requirements

• Series 7 and 66 licenses, not needed at time of hiring
• Ideally 3-5 years of experience in client service, within the finance sector
• College degree, focusing on Finance/Banking
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

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
• Education Level: Associate degree