UBS
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Overview
UBS is seeking a Client Associate for the Private Wealth Management team in the New York City office. You will work with a professional and highly respected team, helping to service clients and support team activities. Pay and Location
Base pay range: $68,000.00/yr - $75,000.00/yr US Only: The expected salary range for this role is $68,000 to $75,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. The role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Responsibilities
keep management systems up-to-date with client information educate clients on account services and capabilities assist 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 Qualifications
series 7 and 66 licenses (for registered CAs only) ideally 2-3 years of experience in client service within the finance sector Bachelor degree preferred, focusing on Finance excellent communicator with solid interpersonal skills detail oriented proficient in Microsoft Office Suite About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. We have a presence in all major financial centers in more than 50 countries. How We Hire
We may request you to complete one or more assessments during the application process. Join us
At UBS, we know that its our people who drive our ongoing success. Were dedicated to our craft and provide a supportive team, opportunities to grow, and flexible working options where possible. Our inclusive culture values diverse skills and experiences. Collaboration is at the heart of what we do, and were committed to disability inclusion. If you need reasonable accommodations during recruitment, you can contact us. Equal Opportunity
UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Disclaimer / Policy Statements: The information provided is for job posting purposes and may be subject to change. Seniorities and Employment Type
Not Applicable Full-time Job Function and Industries
Job function: Other Industries: Banking, Financial Services, and Investment Banking
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UBS is seeking a Client Associate for the Private Wealth Management team in the New York City office. You will work with a professional and highly respected team, helping to service clients and support team activities. Pay and Location
Base pay range: $68,000.00/yr - $75,000.00/yr US Only: The expected salary range for this role is $68,000 to $75,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. The role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Responsibilities
keep management systems up-to-date with client information educate clients on account services and capabilities assist 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 Qualifications
series 7 and 66 licenses (for registered CAs only) ideally 2-3 years of experience in client service within the finance sector Bachelor degree preferred, focusing on Finance excellent communicator with solid interpersonal skills detail oriented proficient in Microsoft Office Suite About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. We have a presence in all major financial centers in more than 50 countries. How We Hire
We may request you to complete one or more assessments during the application process. Join us
At UBS, we know that its our people who drive our ongoing success. Were dedicated to our craft and provide a supportive team, opportunities to grow, and flexible working options where possible. Our inclusive culture values diverse skills and experiences. Collaboration is at the heart of what we do, and were committed to disability inclusion. If you need reasonable accommodations during recruitment, you can contact us. Equal Opportunity
UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Disclaimer / Policy Statements: The information provided is for job posting purposes and may be subject to change. Seniorities and Employment Type
Not Applicable Full-time Job Function and Industries
Job function: Other Industries: Banking, Financial Services, and Investment Banking
#J-18808-Ljbffr