Client Associate - New York, United States - UBS

UBS

Verified Company

New York, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

United States

New York
Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations
Global Wealth Management

Job Reference #

BR

City

New York

Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered 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 working as part of a Private Wealth Management team. We help ultrahigh net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you'll play an important role in supporting your Financial Advisors.

Your expertise
- series 7 and 66 licenses or series 63/6- ideally [range/number] years of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite

About us

UBS 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.

Salary information

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled 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 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.