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Client Service Associate
4 months ago
United States - Connecticut Business management, administration and support Global Wealth Management Job Reference 298327BR City Greenwich Job Type Full Time Your role Are you service oriented? Do you know how to take care of people? We're looking for a Client 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 Your team You'll be with working with Financial Advisor in Greenwich, CT. As a Client Service Associate you'll play an important role in assisting Financial Advisors, along with their clients, in helping them with administrative functions. Your expertise Series 7 and 66 licenses, not needed at time of hiring Ideally 3-5 years of experience in client services in the financial sector or College degree focusing on banking Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite About us UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries. How we hire We may request you to complete one or more assessments during the application process. Learn more Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of teamUBS and make an impact? Contact Details UBS Business Solutions SA UBS Recruiting 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.
