UBS Financial Services Client Associate in New York, New York

Your role:

– Administrative and account management work supporting all aspects of the client service workflow

including: new client on-boarding process, phone coverage and communication with ultra-high net

worth clients, banking and cash management, online web support

– Execute team's robust client service model and appreciation matrix involving proactive client outreach,

organization of celebratory events for client’s milestone life moments, and ongoing account

relationship maintenance and support

– Responsible for team administrative tasks including expense reimbursement, supply management, and

credential management

– Help to facilitate team's involvement in UBS-centered philanthropic initiatives, including organizing and

planning financial literacy events and leadership empowerment days

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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 as part of Wealth Management Americas, with a high performing Private Wealth

Team that serves ultra-high net worth families comprehensively across all aspects of wealth and life

management. We are a tight knit team of experienced wealth managers whose primary focus is to

deliver our very best to each and every client specific to their financial goals and priorities. We are

looking for a highly collaborative team member who enjoys cultivating personal relationships and will

be a loyal client advocate while providing professional service according to an established client

management process.

Your experience and skills:

– College degree

– Series 7 and 66 licenses, if not, willingness to get within 6 months

– 1+year of industry-specific experience within financial services preferred

– Ethical and principal-centered approach to relationships, willingness to take ownership of role work

streams and be personally accountable

– Excellent verbal and written communication skills with the ability to flex to different communication

styles seamlessly and professionally with clients and across the team

– Self-starter who can prioritize tasks and manage time effectively, sometimes juggling competing tasks

from various team members

– Advanced proficiency in the Microsoft suite of software programs

– Demonstrated emotional intelligence with ability to consistently deliver white glove client experience in

all interactions (written and verbal), while extending enthusiasm, compassion, and empathy during

appropriate moments

– Must have logical and critical reasoning with ability to anticipate potential client needs

– Ability to retain and reiterate information, pay extreme attention to detail and take action on directives

in timely manner

– Positive leadership-oriented attitude and professional presence

– Works well in a fast-paced environment with ability to see projects through to completion

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 175415BR

Business Divisions: Global Wealth Management

Title: Client Associate

City: New York

Job Type: Full Time

Country / State: United States - New York

Function Category: Business development, Business management, administration and support, Finance, Management and Business Support, Operations