Client Service Associate
Key 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
The team
You will be working with a team of Financial Advisors in the Paramus, NJ office.
Your Skills And Experience
- Series 7 and 66 licenses, not needed at time of hiring
- 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.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States – New Jersey – Paramus: min USD 65,000 – max USD 85,000 / 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. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.