Client Associate
UBS, Greenwich
Client Associate
Salary not available. View on company website.
UBS, Greenwich
- Full time
- Permanent
- Onsite working
Posted 4 days ago, 20 Apr | Get your application in now to be included in the first week's applications.
Closing date: Closing date not specified
Job ref: 092f0c15080240f4a7c6206c17811e21
Location ref: Greenwich
Full Job Description
Are you truly service oriented? Do you know how to take care of people? 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 Function Category Business management, administration and support Join us 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, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always Your team You'll be working in the Soundview Wealth Management team in Greenwich, CT. We provide benefits. This benefits our client segment. As a Client Associate, you'll play an important role in benefit. You'll be working for a team of Financial Advisors in Greenwich, CT. As a Client Associate, you'll play an important role in assisting Financial Advisors along with their clients in helping them with administrative functions.
- Series 7 and 66 licenses, not needed at time of hiring
- Ideally 3-5 years of experience in client service, within the finance sector, or;
- College degree, focusing on Finance/Banking
- Excellent communicator, with solid interpersonal skills
- Detail oriented (nothing gets past you)
- Proficient in Microsoft Office Suite