Client Associate

Location: Rochester, New York, United States Salary: USD 55,000 - USD 75,000 per annum Your role Are you truly service oriented? Do you know how to take care of people? 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 #

340010BR

Your team You will support a team of Financial Advisors in Rochester, NY with particular focus on assisting their high-net-worth clients. This role will be pivotal in ensuring that our clients receive the highest level of administrative support and client service. Your expertise Series 7 and 66 licenses (for registered CSAs only licenses preferred but not needed at the time of hire) Ideally 3-5 years of experience in client service, within the finance sector College degree, focusing on finance/banking Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Salary information The indicative gross base salary range as a full-time equivalent role: United States - New York - Rochester min USD 55000 - max USD 75000 /annum. The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards. 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. #J-18808-Ljbffr UBS