What are the responsibilities and job description for the Client Service Associate position at UBS?
Your role
Are you truly service oriented? Do you know how to take care of people?
We are looking for a Client Service 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
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.
Your team
You'll be joining a team within UBS Financial Services, Glens Falls, NY with 2 advisors, and a Client Service Associate that is dedicated to delivering premier wealth management solutions to their clients. Your role will be to help strengthen client relationships with all advisors. You will be the "front line" for client contact, client service issues, and processing the existing and new business of the team.
Your expertise
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
Salary information
CA, CO, WA and NY based roles : The salary range for this role is $65,000 - $70,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information : ubs.com / usbenefits.
Salary : $65,000 - $70,000
