UBS
Client Associate
Join to apply for the Client Associate role at UBS.
Your role Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate:
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
Salary information New York: the salary range for this role is $70,000 to $76,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job Type Full Time
Job Reference # 329321BR
City New York
Your team You’ll be working in the Private Wealth Sector team in New York. As a client associate you’ll play an important role in the team’s and clients’ business.
Your expertise
Series 7 and 66 licenses (for registered CA's only)
Ideally 2 years of experience in client service, within the financial sector
Bachelor's degree or equivalent, focusing on finance
Excellent communicator, focusing on finance
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
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.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
Disclaimer / Policy statements 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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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Your role Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate:
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
Salary information New York: the salary range for this role is $70,000 to $76,000. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Job Type Full Time
Job Reference # 329321BR
City New York
Your team You’ll be working in the Private Wealth Sector team in New York. As a client associate you’ll play an important role in the team’s and clients’ business.
Your expertise
Series 7 and 66 licenses (for registered CA's only)
Ideally 2 years of experience in client service, within the financial sector
Bachelor's degree or equivalent, focusing on finance
Excellent communicator, focusing on finance
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
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.
Join us At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
Disclaimer / Policy statements 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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
#J-18808-Ljbffr