Client Associate

Responsibilities

• Provide operational and administrative support to Financial Advisors within the Global Wealth Management team
• Maintain and update management systems with accurate client information
• Educate clients on available account services and capabilities
• Prepare reports and necessary materials for client meetings
• Collect required documentation for opening new accounts and processing service requests
• Plan team marketing events and maintain relevant marketing materials
• Manage and provide the team with a detailed calendar of activities

Requirements

• High school diploma
• Proven experience in client service
• Proficiency in Microsoft Office Suite
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We 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, driven by a culture of collaboration and excellence.