Client Associate

UBS; City of Albany (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Albany, NY, is seeking a Client Associate to strengthen client relationships and act as the front line for client contact, service issues, and processing existing and new business for the team.

You will handle account information, educate clients on services, and prepare materials for meetings while coordinating calendar activities and team events.

Qualifications

• Series 7 and 66 licenses required.
• 2–5 years of client service experience in finance.
• Bachelor's or Master's degree focusing on financial investments.
• Strong interpersonal skills and excellent communication.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Prepare reports and materials for client meetings.
• Collect 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.

Skills

Client service

Excellent communication

Detail oriented

MS Office

Education

Bachelor's or Master's in finance

Tools

Microsoft Office

Job description

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]

Job Type

Full Time

Job Reference #

342235BR

City

Albany

Your team

You’ll be joining a team with 4 advisors and a Wealth Strategy Associate. 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

• series 7 and 66 licenses (for registered CSAs)
• ideally 2-5 years of experience in client service, within the finance sector
• [bachelor's or master`s degree] or equivalent, focusing on financial investments
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About Us

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - Albany min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.