Client Service Associate

UBS; Southampton; On-site; GBP 49,000 - 52,000; Full time

Job summary

A leading global wealth management firm in Southampton is seeking a Client Service Associate. This role involves maintaining client information, educating clients on services, and preparing materials for meetings. The ideal candidate has experience in client service, strong communication skills, and proficiency in Microsoft Office. A bachelor's degree is preferred. Competitive salary ranging from $66,500 to $70,000, with potential for incentives and comprehensive benefits.

Qualifications

• 1+ years of experience in client service, within the finance sector.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports for client meetings.

Skills

Client service experience

Interpersonal skills

Attention to detail

Communication skills

Microsoft Office Suite

Education

Bachelor degree preferred

Job description

Overview

Job Reference #: 324628BR

City: Southampton

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 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

Detailed salary information: Southampton: the salary range for this role is $66,500 to $70,000. The expected salary range as of the posting date is 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 usbenefits.

Your team

You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Service Associate, you’ll play an important role in delivering excellent client service.

Your expertise

• 1+ years of experience in client service, within the finance sector
• bachelor degree preferred
• 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.

Salary information

US Only: The expected salary range for this role is $66,500 to $70,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see Your role section for detailed salary information.

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.