Client Service Associate @ UBS
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About the Role
As a Client Service Associate at UBS, you are responsible for ensuring top-notch service for high net worth clients. Your duties include updating management systems with client information, educating clients on account services, preparing reports for client meetings, collecting documentation for new accounts, planning team marketing events, maintaining marketing materials, and providing a detailed calendar of activities.
Responsibilities
- Update management systems with accurate client data
- Educate clients on available account services and capabilities
- Prepare reports and materials for client meetings
- Collect documentation for new account openings and service requests
- Plan and organize team marketing events
- Maintain up-to-date marketing materials
- Provide a detailed calendar of activities for the team
Salary Details
This role based in Garden City, NY offers a salary range between $70,000 and $76,000, subject to experience and skill level. The role may also include discretionary incentive compensation.
Team & Environment
You will work within the Garden City, NY branch, playing a key role in communicating with our high net worth clients. UBS is the world’s largest global wealth manager with a presence in over 50 countries. We value diversity and collaboration, and we support career growth and flexible working options.
Key Skills/Competency
- Client Service
- Communication
- Interpersonal Skills
- Detail Orientation
- Microsoft Office
- Reporting
- Documentation
- Marketing Support
- Team Coordination
- Financial Services
How to Get Hired at UBS
🎯 Tips for Getting Hired
- Customize your resume: Highlight relevant client service and detail skills.
- Tailor your cover letter: Emphasize communication and Microsoft Office expertise.
- Research UBS culture: Understand global wealth management and values.
- Prepare for assessments: Familiarize with role-specific skills and scenarios.