Client Service Associate
New Haven, Connecticut
Employer: UBS
Industry: Business management, administration and support
Salary: Competitive
Job type: Full-Time
Your role
We are looking for a Client Service 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
Your team
You'll be assisting three advisors. Your role will be to help strengthen client relationships with all three advisors. You will be the "front line" for client contact, client service issues, and processing the existing and new business of the team.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on building client relationships.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
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?
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.
We are looking for a Client Service 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
Your team
You'll be assisting three advisors. Your role will be to help strengthen client relationships with all three advisors. You will be the "front line" for client contact, client service issues, and processing the existing and new business of the team.
Your expertise
• series 7 and 66 licenses (for registered CSAs only)
• ideally 3-5 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on building client relationships.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
About us
UBS is the world's largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
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?
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.
Created: 2024-05-12
Reference: 292614BR
Country: United States
State: Connecticut
City: New Haven
ZIP: 06519
Similar jobs:
-
Client Service Specialist, Life Insurance (hybrid Stamford, CT or NYC )
National Financial Partners in Stamford, Connecticut💸 $56250 - $75000. per year -
Assistant Client Service Specialist
WTW in Hartford, Connecticut -
Client Service Associate, Account Management - Hybrid NYC (Future)
National Financial Partners in Hartford, Connecticut💸 $40000 - $70000. per year -
Commercial Insurance AVP/Client Services Manager (hybrid-NYC )
National Financial Partners in Hartford, Connecticut💸 $75000 per year -
Client Relations Assistant - Tufts Veterinary Field Service
Tufts University in Woodstock, Connecticut💸 $21.80 per hour