UBS Financial Services Client Service Associate in Paramus, New Jersey
Client Service Associate
United States - New Jersey
Business management, administration and support
Global Wealth Management
Job Reference #:
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Service Associate to provide operation and administrative support to our Financial Advisors.
*Educate clients on account services and capabilities
*Input data in to financial planning tools
*Assist with the preparation of reports and other materials for client meetings
*Ensure appropriate documentation is collated for new accounts and service requests
*Leverage communications channels to enhance relationships with clients
*Maintain management systems with up to date client information
*Provide team with calendar detailing daily, weekly and monthly activities
*Identify service opportunities for clients
You’ll be working on a team within Wealth Management Americas in the Paramus branch. We help high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
• Series 7 & and 66 or 63/65 required
• Ideally 1 year of experience in client services within the finance sector
• Bachelor's degree or equivalent
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite
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?
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.