What are the responsibilities and job description for the Client Associate position at UBS?
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
Full Time
Job Reference #
337306BR
City
Greenwich
Your team
You’ll be working in the Soundview Wealth Management team in Greenwich, CT. We provide benefits. This benefits our client segment. As a Client Associate, you’ll play an important role in benefit.
You’ll be working for a team of Financial Advisors in Greenwich, CT. As a Client Associate, you’ll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions.
Your expertise
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
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
Full Time
Job Reference #
337306BR
City
Greenwich
Your team
You’ll be working in the Soundview Wealth Management team in Greenwich, CT. We provide benefits. This benefits our client segment. As a Client Associate, you’ll play an important role in benefit.
You’ll be working for a team of Financial Advisors in Greenwich, CT. As a Client Associate, you’ll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions.
Your expertise
- Series 7 and 66 licenses, not needed at time of hiring
- Ideally 3-5 years of experience 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
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.