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    Client Associate - New York, United States - UBS

    UBS
    UBS New York, United States

    1 week ago

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    Description
    Your role


    As clients' first point of contact for private banking services and account administration, our CSAs are experienced across a broad range of topics including cash management, banking solutions, and account maintenance.


    We're Looking for a Client Associate To:

    • Act as a Relationship Manager for Ultra High Net Worth clients with complex estate strategies
    • Work directly with clients / family offices on Private Banking Services such as Account Onboarding, Cash & Expense Management, Estate Plan Execution, Liability Management, and Investment Administration & Funding
    • Onboard and manage complex Entity Structures like Trusts, LLCs, and Business Entities with deep knowledge of Trust & Estate Planning
    • Execute intricate Lending Strategies across various entities like Securities Backed Loans, Unsecured Loans, Private Equity / Hedge Fund Loans, and Mortgages
    • Coordinate administration and funding of unique Investment Strategies like Alternative Investments, Direct Investments, Syndicate Deals, and Private Investments in Public Equity (PIPE)
    • Interact with High Profile Clients and their External
    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 we're more than ourselves. Ready to be part of #teamUBS and make an impact?

    Your expertise


    • Series 7 & 66 Licenses (Registered CAs Only)
    • Ideally 3-5 Years of Experience in Client Service, within Private Wealth Management
    • Superior Communicator (Verbal & Written) with Top-Notch Interpersonal Skills
    • Detail-Oriented (Nothing Gets Past You) with a Focus on "Big Picture" Thinking
    • Expert Multi-Tasking with Strong Organization of Time Sensitive Priorities
    • Passion for Proactivity with Perfect Execution and Follow Through
    • Strong Collaboration Skills with a Team Player (We're All in This Together) Attitude
    • 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.
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