Client Associate

About the Role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client 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 Job Type Full Time Job Reference #

340321BR

Location New Haven Your Team You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. Qualifications Series 7 and 66 licenses (for registered CSAs only) Ideally one year of experience in client service, within the finance sector Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Equal Opportunity Employment 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’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-Ljbffr UBS