Client Associate

UBS; New Haven (CT); On-site; USD 50,000 - 70,000; Full time

Job summary

UBS in New Haven is seeking a Client Associate who is service-oriented and able to manage client information effectively. The role involves educating clients about account services and preparing necessary documentation. Ideal candidates will have at least one year of experience in client service, preferably in finance, and possess excellent communication skills.

This full-time role focuses on enhancing client relationships and supporting marketing efforts. Join a team dedicated to providing integrated financial solutions for high-net-worth individuals.

Qualifications

• At least one year of experience in client service in the finance sector.
• Needs to have Series 7 and 66 licenses for registered CSAs.
• Excellent communication and interpersonal skills required.

Responsibilities

• Manage client information in systems.
• Educate clients on account services.
• Prepare reports and materials for client meetings.
• Collect documentation for new accounts.
• Plan marketing events and maintain materials.
• Provide a calendar of activities to the team.

Skills

Client service experience

Communication skills

Detail oriented

Proficient in Microsoft Office Suite

Job description

About the 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 #

340321BR

Location

New Haven

Your Team

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

Qualifications

• Series 7 and 66 licenses (for registered CSAs only)
• Ideally one year of experience in client service, within the finance sector
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Equal Opportunity Employment

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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.