Client Associate

UBS; City of Syracuse (NY); On-site; USD 58,000 - 65,000; Part time

Job summary

UBS is seeking a part-time client service professional at our Syracuse, NY branch to support a Financial Advisor for high-net-worth clients with strong administrative skills.

Responsibilities include keeping client information systems up-to-date, educating clients on account services, preparing reports for meetings, collecting required documentation, and coordinating team marketing events and calendars.

Qualifications

• Licenses Series 7 and 66 preferred but not required at hire.
• 3–5 years of client service experience in finance is ideal.
• College degree with a focus on finance/banking.

Responsibilities

• Keep client information systems up-to-date with client data.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect the required 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

Series 7 & 66 licenses

Client service experience

Finance degree

Excellent communication

Detail oriented

Microsoft Office

Education

Finance/Banking degree

Tools

Microsoft Office

Job description

About this job

Job Reference #

342060BR

Job Type

Part Time

Key responsibilities

• 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

The team

You will support a Financial Advisor in our Syracuse NY branch, with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support and client service.

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only) licenses preferred but not needed at the time of hire.
• ideally 3-5 years of experience in client service, within the finance sector
• college degree, focusing on finance/banking
• 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

• United States - New York - Syracuse min USD 58000 - max USD 65000 /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.

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.