Client Associate

Are you an experienced and motivated Client Associate looking for an opportunity to join a global leader in wealth management? UBS is looking for a Client Associate to join our team in [location]. You will be responsible for assisting with client relationship management activities and delivering excellent client service.The ideal candidate will have a Bachelor's degree in Business, Finance, or a related field, as well as at least two years of experience in financial services. You must be a self-starter with excellent communication skills and the ability to adapt to changing situations quickly and efficiently. You should have a strong understanding of financial markets and products and be able to meet tight deadlines without compromising on quality.If you are passionate about delivering excellence in client service and want to work for a leading wealth management firm, then this is the perfect opportunity for you!

Responsibilities:

1. Provide high-quality client service and ensure customer satisfaction.
2. Assist with client relationship management activities such as onboarding, account opening, and account maintenance.
3. Monitor financial markets and products and ensure that client portfolios are in line with current market trends.
4. Prepare and present financial reports and analyses for clients.
5. Handle client inquiries in a timely and professional manner.
6. Maintain accurate client records and portfolios.
7. Develop and implement strategies for enhancing client relationships.
8. Stay up to date on industry regulations and compliance standards.
9. Collaborate with other departments to provide optimal client service.
10. Develop and implement strategies for improving operational efficiency.

According to JobzMall, the average salary range for a Client Associate in Stamford, CT, USA is $41,717 to $61,527 per year. This range is based on the salaries reported by local employers. The range may vary depending on the specific qualifications and experience of the candidate, and the current job market in Stamford.

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.