Client Associate
UBS
• Are you highly organized, detail-oriented, and thrive in a fast-paced environment?
• Do you have a background in service-oriented roles?
• Do you have outstanding interpersonal skills?
We are looking for a Client Associate to join a fast-growing team based in our Midtown Manhattan office. This role is pivotal in providing exceptional administrative and operational support while interacting directly with clients.
Your key responsibilities will be to:
• Serve as the primary point of contact for client inquiries, ensuring exceptional service, and prompt resolution of requests.
• Prioritize and handle various client requests in a dynamic, fast-paced environment.
• Manage team marketing and administrative efforts, including preparing reports, content creation, and assisting with client and account-related operations.
• Support financial advisors with operational tasks and maintain seamless workflows within the team.
• Leverage technology platforms to enhance efficiency and accuracy in client service.
Detailed salary information:
• New York: the salary range for this role is $68,000 to $75,000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
• Do you have a background in service-oriented roles?
• Do you have outstanding interpersonal skills?
We are looking for a Client Associate to join a fast-growing team based in our Midtown Manhattan office. This role is pivotal in providing exceptional administrative and operational support while interacting directly with clients.
Your key responsibilities will be to:
• Serve as the primary point of contact for client inquiries, ensuring exceptional service, and prompt resolution of requests.
• Prioritize and handle various client requests in a dynamic, fast-paced environment.
• Manage team marketing and administrative efforts, including preparing reports, content creation, and assisting with client and account-related operations.
• Support financial advisors with operational tasks and maintain seamless workflows within the team.
• Leverage technology platforms to enhance efficiency and accuracy in client service.
Detailed salary information:
• New York: the salary range for this role is $68,000 to $75,000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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