Client Associate

UBS; McAllen (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

UBS in McAllen, TX seeks a client services professional to act as the primary contact for clients, handling inquiries about financial products, services, and account activities. You will assist with account setup, transfers, and administrative tasks, while collaborating with internal teams to resolve issues and drive client satisfaction.

The successful candidate will bring a finance-related degree, strong communication skills, and fluency in Spanish and English, with experience in financial

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• Licensing with appropriate authorities is a plus.
• Previous experience in the financial services industry is highly preferred.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust.
• Excellent problem-solving abilities and attention to detail.
• Proficiency in using financial software and tools.
• Knowledge of investment products, financial markets, and industry regulations.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure.
• Professionalism, integrity, and a commitment to delivering exceptional service to clients.
• Fluent in Spanish and English.

Responsibilities

• serve as the primary point of contact for clients, building strong and positive relationships
• respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities
• assist clients with account setup, transfers, and other administrative tasks
• collaborate with internal teams to address client needs and resolve any issues or concerns
• proactively identify opportunities to enhance client satisfaction and contribute to business growth
• stay updated on industry trends, regulations, and changes to effectively communicate with clients
• ensure compliance with company policies, procedures, and regulatory requirements

Skills

Interpersonal skills

Communication skills

Problem solving

Financial software proficiency

Bilingual (Spanish & English)

Education

Bachelor's degree in finance, business administration, or related field

Tools

Financial software

Job description

Key Responsibilities

Are you a detail-oriented multi-tasker? Do you know how to make sure things run smoothly? We’re looking for someone like you who will:

• serve as the primary point of contact for clients, building strong and positive relationships
• respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities
• assist clients with account setup, transfers, and other administrative tasks
• collaborate with internal teams to address client needs and resolve any issues or concerns
• proactively identify opportunities to enhance client satisfaction and contribute to business growth
• stay updated on industry trends, regulations, and changes to effectively communicate with clients
• ensure compliance with company policies, procedures, and regulatory requirements

Job Type

Full Time

Job Reference #

345432BR

City

McAllen

Key Responsibilities

Are you a detail-oriented multi-tasker? Do you know how to make sure things run smoothly? We’re looking for someone like you who will:

• serve as the primary point of contact for clients, building strong and positive relationships
• respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities
• assist clients with account setup, transfers, and other administrative tasks
• collaborate with internal teams to address client needs and resolve any issues or concerns
• proactively identify opportunities to enhance client satisfaction and contribute to business growth
• stay updated on industry trends, regulations, and changes to effectively communicate with clients
• ensure compliance with company policies, procedures, and regulatory requirements

The team

You will be the point of contact for client services requests and operational processing for prospects and the existing clients of the Financial Advisor.

Your Skills And Experience

• bachelor's degree in finance, business administration, or a related field
• registered with appropriate licensing and regulatory authorities is a plus
• previous experience in the financial services industry is highly preferred
• strong interpersonal and communication skills, with the ability to build rapport and establish trust
• excellent problem-solving abilities and attention to detail
• proficiency in using financial software and tools
• knowledge of investment products, financial markets, and industry regulations
• ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure
• professionalism, integrity, and a commitment to delivering exceptional service to clients
• Fluent in Spanish and English

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.

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.