Client Service Associate

Talentify; Concord (NH); On-site; USD 52,000 - 76,000; Full time

Job summary

UBS, a leading global wealth manager, is seeking a Client Service Associate to join the Alpine Wealth Management team in Concord, NH. You will keep client records up to date, educate clients on account services, and assist with reports for client meetings.

Ideal candidates have 5+ years in client service in finance, strong communication and interpersonal skills, attention to detail, and proficiency in Microsoft Office. A bachelor’s degree is preferred but not required.

Qualifications

• 5+ years of client service experience in finance.
• Bachelor degree preferred but not required.
• Excellent communicator with strong interpersonal skills and confidence.
• Detail oriented; able to manage complex tasks.
• Proficient in Microsoft Office Suite.

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

Skills

Client service

Communication

Attention to detail

Education

Bachelor degree preferred

Tools

Microsoft Office

Job description

About this job

Job Reference #

335490BR

City

Concord

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 Service 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 on the Alpine Wealth Management team in Concord, NH.

Your skills and experience

• ideally 5+ years of experience in client service, within the finance sector
• Bachelor degree preferred but not required
• excellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence
• 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.

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.

Madison, 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