Client Associate

Are you a highly motivated and client-focused individual looking to join a global leader in wealth management? UBS is seeking a Client Associate to join our dynamic team and provide exceptional service to our valued clients. As a Client Associate, you will have the opportunity to develop and enhance your skills while working in a collaborative and supportive environment. If you are passionate about building relationships, have a strong attention to detail, and possess excellent communication skills, we want to hear from you! Join us at UBS and embark on a fulfilling and rewarding career in the financial services industry.

1. Provide exceptional service to our valued clients by responding promptly and effectively to their inquiries and requests.
2. Build and maintain strong relationships with clients by understanding their needs and proactively addressing any concerns or issues.
3. Assist in the onboarding process for new clients, ensuring all necessary paperwork and documentation is completed accurately and in a timely manner.
4. Collaborate with team members to coordinate and execute client meetings and events.
5. Conduct research and prepare reports to support client meetings and presentations.
6. Maintain a high level of accuracy and attention to detail when handling client accounts and transactions.
7. Proactively identify opportunities to upsell and cross-sell products and services to clients.
8. Stay up-to-date on industry trends and developments to effectively communicate and educate clients.
9. Follow all company policies and procedures to ensure compliance with regulatory requirements.
10. Continuously develop and enhance skills and knowledge through training and professional development opportunities.
11. Act as a brand ambassador for UBS by representing the company in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Client Associate in Texas, USA is $40,000 - $60,000 per year. However, this can vary depending on the specific company, industry, and level of experience. Factors such as bonuses, commission, and benefits may also impact the overall salary for a Client Associate.

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.