Client Associate

We’re looking for a Client Associate to work with a team of Financial Advisors in Buffalo, NY. The role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, and helping with report preparation for client meetings. Key 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 Requirements: Series 7 and 66 licenses (for registered CSAs only) are preferred but not needed at the time of hire 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 Salary Information: The salary range for this role in Buffalo is $58,000 to $65,000 About Us: UBS is the world’s 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. Equal Opportunity Employer: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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