UBS
Responsibilities
Keep management systems up-to-date with client information ate 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 Qualifications
Ideally 1-2 years of experience in client service within the finance sector Bachelor degree preferred, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Compensation
New York: the salary range for this role is $70,000 to $76,000. The expected salary range is based on factors including experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. Job Type
Full Time Location
New York Team
You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate, you’ll play an important role in servicing clients and supporting the business. Company
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. Benefits
For benefits information, please visit ubs.com/usbenefits. Equal Opportunity
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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Keep management systems up-to-date with client information ate 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 Qualifications
Ideally 1-2 years of experience in client service within the finance sector Bachelor degree preferred, focusing on finance Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Compensation
New York: the salary range for this role is $70,000 to $76,000. The expected salary range is based on factors including experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. Job Type
Full Time Location
New York Team
You’ll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate, you’ll play an important role in servicing clients and supporting the business. Company
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. Benefits
For benefits information, please visit ubs.com/usbenefits. Equal Opportunity
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.
#J-18808-Ljbffr