Client Associate

Role

We’re looking for a Client Associate who is truly service oriented and dedicated to taking care of clients. The role involves supporting client service activities, educating clients on account services and capabilities, and contributing to team success.

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 necessary 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 & Requirements

• Series 7 and 66 licenses (for registered Client Associates only)
• Ideally 1+ 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; able to ensure nothing slips through the cracks
• Proficient in Microsoft Office Suite

About UBS

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS is present in more than 50 markets worldwide. We place collaboration at the heart of everything we do, because together, we’re more than ourselves.

Careers & Inclusion

We’re committed to disability inclusion and, if you need reasonable accommodation or adjustments throughout our recruitment process, you can contact us.

Want to find out more? Visit ubs.com/careers.