Client Associate
About the role
We're looking for a client associate to support a team of financial advisors in the Pacific Northwest market. The ideal candidate is truly service oriented and knows how to take care of people.
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
Requirements
- 3-7 years of experience in client service, within the finance sector
- Bachelor degree preferred, focusing on finance or related field
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We 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.
Pay
The indicative gross base salary range for this role is between USD 65,000 and USD 85,000 per annum. The expected salary will be determined by relevant factors, including role-required experience, qualifications, education, location, and skill level.
Benefits
UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits. We may also provide additional variable compensation or awards at our sole discretion.