Client Service Associate

UBS; Concord (NH); On-site; USD 45,000 - 65,000; Full time

Job summary

A leading financial institution is seeking a Client Service Associate in Concord, NH. The role involves maintaining client information, educating clients on services, and assisting with report preparations. Ideal candidates will have over 5 years of client service experience, preferably in finance, and strong communication and interpersonal skills. Proficiency in Microsoft Office is necessary. This is a full-time position with opportunities for professional growth.

Qualifications

• 5+ years of experience in client service, ideally in finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and proficient in Microsoft Office.

Responsibilities

• Maintain client information in management systems.
• Educate clients on account services.
• Prepare materials for client meetings.

Skills

Client service experience

Communication skills

Interpersonal skills

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree

Job description

Your role

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

Job Type

Full Time

Job Reference #

335490BR

City

Concord

Your team

You’ll be working on the Alpine Wealth Management team in Concord, NH.

Your expertise

• 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.

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.