Client Associate
About the role
We’re looking for a Client Associate to:
- 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
Location: Rochester, NY
Your team
You will support a team of Financial Advisors in Rochester, NY with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support and client service.
Requirements
- Series 7 and 66 licenses (for registered CSAs only; licenses preferred but not needed at the time of hire)
- Ideally 3-5 years of experience in client service within the finance sector
- 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. Want to find out more? Visit ubs.com/careers.
Pay
The indicative gross base salary range for this full-time role in Rochester, NY is USD 55,000 – USD 75,000 per annum. 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.
Benefits
UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.