Client Associate

UBS; Montgomery (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

UBS Wealth Management Americas in Montgomery, AL is seeking a Client Associate to support client service and team operations. You will keep client files up-to-date, educate clients on account services, and help prepare materials for client meetings.

The role requires 1-3 years in client service within finance, a bachelor’s degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office.

Qualifications

• 1-3 years of experience in client service within finance
• Bachelor degree preferred in business/finance
• Excellent communicator with strong interpersonal skills
• Detail oriented; nothing gets past you
• Proficient in Microsoft Office Suite

Responsibilities

• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help prepare reports and 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

Skills

Client service

Finance sector

Communication

Attention to detail

MS Office

Education

Bachelor's degree in Business/Finance

Job description

Job Type

Full Time

Job Reference #

343407BR

City

Montgomery

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 as part of UBS Wealth Management Americas in the Montgomery, AL office. 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 Associate, you’ll play an important role in client service and team support.

Your Skills And Experience

• ideally 1-3 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on business/finance
• 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.

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.