Client Associate

Position: Client Associate Are you truly service oriented? Do you know how to take care of people? Responsibilities 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 #: 336701BR City: Albany Your team: You’ll be joining a team of five advisors, and a Registered Client Associate. Your role will be to help strengthen client relationships with all five advisors. You will be the “front line” for client contact, client service issues, and processing the existing and new business of the team. Qualifications Series 7 and 66 licenses preferred but not needed at the time of hire (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 financial investments Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Compensation The indicative gross base salary range as a full-time equivalent role: United States - New York - Albany min USD 58,000 - max USD 72,000 /annum UBS offers a range of competitive benefits and may provide additional variable compensation or awards at its sole discretion. 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. #J-18808-Ljbffr UBS