Client Associate

1 day ago

Greenwich, United States UBS Full time

OverviewJob Reference #332723BRCityGreenwichJob TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people?Were looking for a Client Associate to:Keep management systems up-to-date with client informationEducate clients on account services and capabilitiesHelp with the preparation of reports and other materials for client meetingsCollect the right documentation for opening new accounts and service requestsPlan team marketing events and maintain marketing materialsProvide the team with a detailed calendar of activitiesDetailed salary information:Greenwich: the salary range for this role is $65000 to $75000The expected salary range(s) for this role as of the date of this posting is/are 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.Your teamYou'll be working with Polaris Wealth Management, a private wealth management team based out of the Greenwich, CT office.Your expertiseIdeally 1-3 years of experience in client service, within the finance sectorBachelor's Degree preferred, focusing in Finance, Business Management, or other related fieldsExcellent communicator, with solid interpersonal skillsDetail oriented (nothing gets past you)Proficient in Microsoft Office SuiteAbout usUBS 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. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.Salary informationUS Only: The expected salary range for this role is $65000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Disclaimer / Policy statementsUBS 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

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