Executive Assistant

UBS • Rochester, NY

74d • $55,000 - $60,000

About The Position

We're looking for a Client Associate to support our team in various administrative and client-facing tasks. This role involves calendaring for the team, managing travel and expenses in Concur, keeping management systems up-to-date with client information, educating clients on account services and capabilities, and assisting with the preparation of reports and materials for client meetings. Additionally, the Client Associate will collect the necessary documentation for opening new accounts and service requests, plan team marketing events, maintain marketing materials, and provide the team with a detailed calendar of activities.

Requirements

• Series 7 and 66 licenses preferred - not required
• Ideally ~1 years of experience in client service, within the finance sector, will consider recent graduates
• Bachelor degree preferred, focusing on finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Responsibilities

• Calendaring for the team
• T&E in Concur
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees