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UBS Financial Services Client Associate in New York, New York

Client Associate

United States - New York

Business management, administration and support

Global Wealth Management

Job Reference #:



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 Client Associate to:

•\tKeep management systems up-to-date with client information

•\tHandle operational and maintenance assignments

•\tEducate clients on account services and capabilities

•\tHelp with the preparation of reports and other materials for client meetings

•\tCollect the right documentation for opening new accounts and service requests

•\tPlan team marketing events and maintain marketing materials

•\tProvide the team with a detailed calendar of activities

Your team:

You’ll be working with a large Private Wealth Management team that focuses on serving the needs of Ultra High Net Worth clients.

Your expertise:

•\tSeries 7 required and Series 66 licenses preferred

•\tIdeally 3 or more years of experience in client service, within the finance sector

•\tBachelor's or Master`s degree or equivalent

•\tExcellent communicator, with solid interpersonal skills

•\tDetail oriented (nothing gets past you)

•\tProficient in Microsoft Office Suite

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us:

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.