Client Associate

Talentify; McLean (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in McLean, VA is seeking a Client Associate to support relationship managers by keeping client data up to date, educating clients on account services, and preparing materials for client meetings. You will also collect documentation for new accounts, assist with planning team events, and maintain calendars, contributing to a proactive, service-oriented team in a global bank.

Strong communication and organizational skills are essential to provide responsive service and reliable administrative

Qualifications

• Must demonstrate risk awareness and professional conduct in client interactions.
• Ability to work collaboratively with teams and clients to achieve goals.
• Commitment to embracing diverse perspectives and inclusive practices.
• Clear, effective communication and impact in written and verbal form.
• Demonstrated drive, perseverance, and accountability in tasks.
• Strong planning and organizational skills to manage multiple priorities.
• Analytical thinking to identify issues and derive solutions.

Responsibilities

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

Risk & Professional Behavior

Teamwork and Collaboration

Diversity & Inclusion

Communication & Impact

Drive & Commitment

Planning & Organizing

Problem Analysis

Job description

About this job

Job Reference #

342358BR

City

McLean

Job Type

Full Time

Key responsibilities

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

The team

You’ll be working in the McLean office.

Your skills and experience

• Risk & Professional Behavior
• Teamwork and Collaboration
• Integrating Diversity
• Communication and Impact
• Drive and Commitment
• Planning and Organizing
• Problem Analysis

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.

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.

How we hire

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

Salary information

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

• United States - Virginia - McLean 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.

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.

New Haven, 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., US