UBS

Client Service Associate

UBS

New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a driven and client-focused individual looking for a dynamic career in the financial industry? Look no further than UBS, a leading global financial services firm. We are currently seeking a highly motivated Client Service Associate to join our team and provide exceptional service to our valued clients. As a Client Service Associate at UBS, you will play a crucial role in building and maintaining strong relationships with clients, ensuring their needs are met and exceeded. If you have a passion for delivering top-notch service, strong communication skills, and a desire to work in a fast-paced and collaborative environment, we want to hear from you. Join our team and take the first step towards a rewarding and fulfilling career at UBS.

  1. Establish and maintain strong relationships with clients, acting as the main point of contact for all service-related inquiries and needs.
  2. Ensure exceptional service delivery to clients by understanding their individual needs and providing personalized solutions.
  3. Collaborate with team members to develop and implement strategies for improving client satisfaction and retention.
  4. Proactively identify and address potential issues or concerns raised by clients, escalating to the appropriate team members as needed.
  5. Maintain accurate and up-to-date client records and documentation, adhering to all privacy and confidentiality policies.
  6. Continuously stay informed about industry trends and developments in order to effectively communicate and educate clients.
  7. Work closely with other departments, such as sales and operations, to ensure a seamless and efficient client experience.
  8. Assist with administrative tasks, such as scheduling appointments, preparing reports, and managing client correspondence.
  9. Act as a brand ambassador for UBS, promoting our services and values to clients and potential clients.
  10. Participate in ongoing training and development opportunities to enhance knowledge and skills and stay up-to-date on company policies and procedures.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or Related Field

  • Knowledge Of Financial Products And Services, Including Investment Strategies, Asset Allocation, And Risk Management.

  • Minimum Of 2 Years Of Experience In A Client-Facing Role In The Financial Services Industry

  • Strong Communication And Interpersonal Skills, With The Ability To Build Relationships With Clients And Colleagues

  • Proficiency In Financial Software And Systems, Such As Crm And Trading Platforms

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • Conflict Resolution

  • customer service

  • Teamwork

  • Problem-Solving

  • Adaptability

  • Relationship-Building

  • Data

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Service Associate in New York, NY, USA is between $45,000 and $65,000 per year. This can vary depending on factors such as experience, education, and the specific industry or company the individual is working for. Some Client Service Associates may also receive bonuses or commissions based on their performance.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 

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About UBS

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.

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