Client Associate

UBS is looking for an enthusiastic and hardworking Client Associate to join our team. This role offers the successful candidate an exciting opportunity to join a global financial services firm and be part of a team that works together to deliver an excellent client experience.The ideal candidate for this role is an experienced professional with a passion for providing exceptional customer service, a commitment to meeting client needs, and a desire to work in a fast-paced environment. We are looking for someone with superior problem-solving skills, the ability to work independently and as part of a team, and an excellent attention to detail. The successful candidate must have strong communication skills, both verbal and written, and be proficient in using various software applications. A Bachelor’s degree in a related field is preferred.

Responsibilities:

1. Provide exceptional customer service to clients by responding to inquiries and resolving customer complaints.
2. Develop and maintain relationships with clients to ensure their satisfaction with UBS services.
3. Gather and analyze clients’ financial information to identify their individual needs and develop tailored solutions.
4. Monitor market trends to identify potential investment opportunities for clients.
5. Prepare documents and reports related to clients’ accounts and investments.
6. Keep track of clients’ portfolios and recommend changes as needed.
7. Follow up with clients on a regular basis to ensure their satisfaction with UBS services.
8. Ensure compliance with applicable laws and regulations.
9. Utilize various software applications to facilitate client transactions.
10. Collaborate with other team members to ensure the delivery of a high-quality client experience.

According to JobzMall, the average salary range for a Client Associate in New York, NY, USA is between $42,000 and $80,000 per year. This range is based on a variety of factors, such as previous experience, educational background, and location. It is important to note that salaries can vary greatly depending on the employer, the industry, and the specific job duties.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.