Wealth Client Services Associate | Growth & Client Care

UBS; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

UBS in New York City is seeking a Client Associate to support a Private Wealth Management team. You will maintain client records, educate clients on account services, and help prepare meeting materials in collaboration with the team.

Ideal candidates have 3+ years in client service within finance, strong communication, and proficiency in Microsoft Office. This role emphasizes accuracy, organization, and team collaboration in a fast-paced environment.

Qualifications

• 3+ years of client service experience within the finance sector.
• Bachelor degree preferred with a finance focus.

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

Excellent communicator

Detail oriented

Microsoft Office

Education

Bachelor's degree in Finance

Tools

Microsoft Office Suite

Job description

UBS in New York City is seeking a Client Associate to support a Private Wealth Management team. You will maintain client records, educate clients on account services, and help prepare meeting materials in collaboration with the team.

Ideal candidates have 3+ years in client service within finance, strong communication, and proficiency in Microsoft Office. This role emphasizes accuracy, organization, and team collaboration in a fast-paced environment.