UBS
Senior Client Associate
Apply for the Senior Client Associate role at UBS.
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
Qualifications
Series 7 and 66 licenses required
Ideally 5+ years of experience in client service within the finance sector
Bachelor’s degree preferred, focusing on Finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Job Details Job Type: Full Time
Job Reference #: 331576BR
City: New York
Location: New York, NY
Team & Context You’ll be working as part of a team in our Manhattan Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Salary Information New York: The salary range for this role is $85,000 to $120,000. The expected salary range is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
About Us 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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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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
Qualifications
Series 7 and 66 licenses required
Ideally 5+ years of experience in client service within the finance sector
Bachelor’s degree preferred, focusing on Finance
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Job Details Job Type: Full Time
Job Reference #: 331576BR
City: New York
Location: New York, NY
Team & Context You’ll be working as part of a team in our Manhattan Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Salary Information New York: The salary range for this role is $85,000 to $120,000. The expected salary range is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
About Us 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. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
#J-18808-Ljbffr