Client Service Associate

UBS; Paramus (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Paramus, NJ is seeking a service-oriented Client Service Associate to support Financial Advisors. You will keep client information current, educate clients on account services, and assist in preparing materials for meetings.

The role requires 3–5 years in client service within finance, a college degree in Finance/Banking, strong communication, and high attention to detail. Proficiency with Microsoft Office is expected. This is a full-time, on-site position in Paramus.

Qualifications

• Series 7/66 licenses not required at time of hire.
• 3–5 years of client service experience in the finance sector.
• College degree with a focus on Finance/Banking.
• Excellent communicator with strong interpersonal skills.
• Detail oriented with meticulous accuracy.

Responsibilities

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

Series 7 and 66 licenses

Client service experience

Excellent communicator

Detail oriented

Proficient in Microsoft Office Suite

Education

College degree in Finance/Banking

Tools

Microsoft Office Suite

Job description

Key Responsibilities

Are you truly service oriented? Do you know how to take care of people?

• 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 #

342816BR

City

Paramus

The team

You will be working with a team of Financial Advisors in the Paramus, NJ office.

Your Skills And Experience

• Series 7 and 66 licenses, not needed at time of hiring
• Ideally 3-5 years of experience in client service, within the finance sector, or;
• College degree, focusing on Finance/Banking
• 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.

Salary information

UBS offers a range of competitive benefits. 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 may, at our sole discretion, provide additional variable compensation or awards.

• United States - New Jersey - Paramus min USD 65000 - max USD 85000 /annum

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.