Wealth Client Associate — Expert Client Service in NY

UBS; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Registered Client Associate in New York to support high-net-worth client servicing within a collaborative financial services team.

You will keep client data current, educate clients on account services, assist with reports for meetings, gather documentation for new accounts, and help plan team marketing events while maintaining calendars and materials. Strong communication and finance background preferred.

Qualifications

• SIE, Series 7 and Series 66 licenses are required.
• 3–5 years of client service experience in the finance sector.
• Bachelor's or master's degree with a focus on finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; accuracy matters.
• Proficiency in Microsoft Office Suite.
• Mandarin proficiency is a plus.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist with 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

SIE license

Series 7

Series 66

Client service

Finance education

MS Office

Mandarin (plus)

Excellent communication

Attention to detail

Education

Bachelor's in finance

Master's in finance (optional)

Tools

Microsoft Office Suite

Job description

UBS is seeking a Registered Client Associate in New York to support high-net-worth client servicing within a collaborative financial services team.

You will keep client data current, educate clients on account services, assist with reports for meetings, gather documentation for new accounts, and help plan team marketing events while maintaining calendars and materials. Strong communication and finance background preferred.