About this role

Client Associate

United States - New York

Business management, administration and support, Marketing and Communications, Operations

Global Wealth Management

We’re looking for a Client Service Associate to:

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
Job Reference 344542BR
City New York
Job Type Full Time
The 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.
Your skills and experience
series 7 and 66 licenses preferred but not required
bachelor's or master's degree or equivalent
excellent communicator, with solid interpersonal skills
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.
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.
Salary information

The indicative gross base salary range as a full-time equivalent role:

United States - New York - New York min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
We’ll keep content but remove apply prompts. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.

Client Associate