Job Description
Job Reference #
320147BR 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:
- 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
Detailed salary information:
- White Plains: the salary range for this role is $58000 to $72000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Your team
You will be working for a team of Financial Advisors in Westchester County, New York. As a Client Associate, you will play an important role in assisting Financial Advisors, along with their clients, helping them with administrative functions.
Your expertise - Series 7 and 66 licenses, not needed at time of hiring
- ideally 3-5 years of expertise in client service, within the finance sector, or:
- college degree focusing on finance/banking
- 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.
How We Hire We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Salary Information
US Only: The expected salary range for this role is $58000 to $72000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Job Tags
Full time, Work at office, Flexible hours,