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UBS
Mount Laurel, NJ | Full Time
$59k-77k (estimate)
2 Weeks Ago
Client Associate
UBS Mount Laurel, NJ
$59k-77k (estimate)
Full Time | Securities 2 Weeks Ago
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UBS is Hiring a Client Associate Near Mount Laurel, NJ

United States - New Jersey
Business management, administration and support
Global Wealth Management

Job Reference #

295891BR

City

Mt. Laurel

Job Type

Full Time

Your role

Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure?
We’re looking for a client advisor assistant to:
  • support client advisors in delivering exceptional client service and experience
  • be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
  • assist with account opening, onboarding, due diligence and monitoring activities
  • support with documentation for client meetings, business trips, investment proposals and the like
  • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements

Your team

You’ll be working with a wealth management team in Mt. Laurel NJ. As client advisor assistant you'll play an important role in our delivery of bespoke client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

  • financial services experience, ideally within a client facing team
  • unyielding attention to detail, even when under pressure
  • team player that remains calm while managing conflicting priorities
  • works with absolute discretion, tactfulness and adaptability to changing demands

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 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?

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$59k-77k (estimate)

POST DATE

05/13/2024

EXPIRATION DATE

05/17/2024

HEADQUARTERS

LONDON

SIZE

1,000 - 3,000

FOUNDED

1986

CEO

IAN DAVID MARRIOTT

REVENUE

$50M - $200M

INDUSTRY

Securities

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The job skills required for Client Associate include Client Service, Attention to Detail, Financial Services, Wealth Management, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.

If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Associate job description and responsibilities

Assist clients for producing account opening documents and open client account.

02/23/2022: Kingsport, TN

Provide support to client with product and account needs.

02/17/2022: Killeen, TX

Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.

01/20/2022: Knoxville, TN

Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.

03/05/2022: Akron, OH

Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.

02/08/2022: Santa Maria, CA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Associate jobs

Happy clients are less likely to take their money elsewhere.

03/19/2022: Orange, CA

Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.

01/19/2022: Everett, WA

A good client associate enhances the client's experience by servicing and providing operational and administrative support.

04/02/2022: Evansville, IN

Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.

03/28/2022: Pine Bluff, AR

Developed new client on-boarding process to ensure a consistent and optimal client experience.

01/23/2022: Kansas City, KS

Step 3: View the best colleges and universities for Client Associate.

Butler University
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