Client Associate

Are you looking for an exciting opportunity to join a global financial services firm? Look no further than UBS! We are seeking a highly motivated and dedicated Client Associate to join our team. As a Client Associate, you will play a crucial role in providing exceptional service to our clients and supporting our financial advisors in delivering personalized wealth management solutions. If you have a passion for finance and a strong customer service mindset, we want to hear from you. Join our team and take the next step in your career with UBS.

1. Provide exceptional service to clients by promptly responding to inquiries and addressing their needs.
2. Support financial advisors in managing client relationships and delivering personalized wealth management solutions.
3. Maintain accurate and up-to-date client records and documentation.
4. Coordinate and schedule client meetings, ensuring timely and efficient communication.
5. Act as a liaison between clients and financial advisors, ensuring effective communication and follow-up.
6. Assist with account opening, transfers, and other administrative tasks related to client accounts.
7. Conduct research and gather information to support financial advisors in making informed investment recommendations.
8. Stay up-to-date with industry trends and developments to provide clients with relevant and timely information.
9. Collaborate with team members to ensure a cohesive and efficient workflow.
10. Adhere to all regulatory and compliance policies and procedures.
11. Continuously strive to improve client satisfaction and retention rates.
12. Proactively identify and resolve any client concerns or issues.
13. Maintain strict confidentiality and adhere to data protection policies.
14. Take initiative and complete additional tasks or projects as needed to support the team and business objectives.
15. Demonstrate a strong understanding of UBS products and services to effectively communicate with clients and promote the firm's offerings.

According to JobzMall, the average salary range for a Client Associate in Seattle, WA, USA is $40,000-$65,000 per year. This can vary depending on factors such as experience, education, and the specific industry or company the Client Associate is working for. Some higher-paying industries for Client Associates in Seattle include finance, technology, and consulting.

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.