Client Associate

3 weeks ago


Stamford, United States UBS Full time

Your roleAre you truly 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 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 activitiesYour teamYou'll be working in the Stamford Branch Office. Where you will play an important role on the team.Your expertise ideally 1-3 years of experience in client service, within the finance sector [bachelor degree preferred], focusing on business related field excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office SuiteAbout usUBS is the world's 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.Join usAt 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 we're more than ourselves. Ready to be part of #teamUBS and make an impact?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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