Job description
United States - New York
Business management, administration and support, Client advisory / Relationship management, Management and Business Support, Operations, Sales
Global Wealth Management
Job Reference #
272894BR
City
New York
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
We’re looking for a Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- assist clients with account related requests or inquiries
- 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
Your team
You’ll be working on the Montclair Investment Partners team in Manhattan. We are a successful and growing team in the Private Wealth Management division that provides holistic wealth management services to ultra-high net worth clients. As a Client Service Associate, you’ll play an important role in the daily responsibilities of our team, providing assistance with a variety of needs in all areas of our business. Additionally, you be a vital part of our team’s effort in providing excellent client service to our many clients. Over time, this role will provide you with opportunities to grow within our team and gain exposure to the many areas of the wealth management business.
Your expertise
- series 7 and 66 licenses (not mandatory)
- ideally 0-2 years of experience in client service, within the finance sector
- bachelor's degree or equivalent
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- hard worker who thrives in a team setting.
- proficient in Microsoft Office Suite
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Salary information
CA, CO, WA and NY based roles: The salary range for this role is $50,000 to $60,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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