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Client Associate

2 months ago

Stamford, Connecticut, United States UBS Full time
About the Role

We are seeking a highly skilled and service-oriented Client Associate to join our team at UBS. As a Client Associate, you will play a vital role in assisting Financial Advisors and their clients with administrative functions.

Key Responsibilities
  • Manage client information and update management systems accordingly.
  • Educate clients on account services and capabilities, ensuring they understand the benefits of our financial solutions.
  • Assist with the preparation of reports and other materials for client meetings, ensuring timely and accurate delivery.
  • Collect and maintain accurate documentation for new account openings and service requests.
  • Plan and coordinate team marketing events, maintaining up-to-date marketing materials.
  • Provide a detailed calendar of activities to the team, ensuring seamless coordination.
About Our Team

You will be working closely with a team of experienced Financial Advisors in the financial services industry. As a Client Associate, you will be an integral part of our team, supporting our clients and contributing to the success of our business.

Requirements
  • Series 7 and 66 licenses are not required at the time of hiring, but are preferred.
  • 3-5 years of experience in client service, preferably within the finance sector, or a college degree focusing on finance or banking.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Attention to detail and proficiency in Microsoft Office Suite.
About UBS

UBS is the world's largest and only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.

We have a presence in all major financial centers in over 50 countries, providing a unique opportunity for career growth and development.