Home
/
Customer Service
/
Client Service Associate
Client Service Associate-March 2024
New York
Mar 18, 2025
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Service Associate

  Your role

  Are you truly service oriented? Do you know how to take care of people?

  We're looking for a Client Service Associate to:

  • keep management systems up-to-date with client information

  • educate clients on account services and capabilities

  • help with the preparation of reports and other materials for client meetings

  • collect the right documentation for opening new accounts and service requests

  • plan team marketing events and maintain marketing materials

  • provide the team with a detailed calendar of activities

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

  Disclaimer / Policy Statements

  UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  Your team

  You'll be working at the New York International Group branch office located in midtown Manhattan. We provide wealth management solutions for our ultra high net worth clients. Our clients benefit from short and long term planning including generational wealth transfer. As a Client Service Associate, you'll play an important role directly supporting your Financial Advisor(s) and clients.

  Your expertise

  • ideally 3-5 years of experience in client service, within the Finance sector

  • bachelor degree preferred, focusing on Finance

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

  • Fluent Spanish, Mandarin or Portuguese speaking preferred

  • Series 7 and 66 preferred

  About us

  UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
Inpatient Care Coordinator, naviHealth
Optum Home & Community Care, part of the UnitedHealth Group family of businesses, is creating something new in health care. We are uniting industry-leading solutions to build an integrated care m
Teller at Avenel
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Bilingual Teller Santa Maria
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Pharmacy Technician, Customer Relations
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Part Time Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Teller | Orinda
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Field Care Coordinator - Culpeper and Fauquier counties
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people f
Loss Prevention Customer Service Associate Tactical Guard
Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to st
Retail Customer Experience Coor
All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the ever
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved