Client Associate

About the role

The team You’ll be working in the Scottsdale, AZ branch. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in the daily operations of the branch and developing quality strategies customized to client needs.

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
• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations functions
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge
• onsite technology support for employees

Skills and Experience

• ideally 1-3 years of relevant branch/office operations experience
• bachelor degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• independent, motivated, proactive and focused to take action
• passionate about the client experience, with strong interpersonal skills
• self-starter who is comfortable managing complex and evolving situations

About UBS

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.

Benefits and Culture

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