Client Associate

Your role Responsibilities: The Client Associate plays a crucial role in delivering an exceptional client experience by serving as the primary communicator between clients, advisors, and internal departments.

* Providing white glove service and respond to client inquiries including researching answer to client questions and responding through completion of request.

* Provide advisor support to prepare all aspects of client meeting details, including preparing any necessary forms, setting and confirming appointments.

* Follow up with clients to check in, confirm any client request to completion and maintain and develop the client relationship.

* Receive client trade instructions and work with Advisors on implementation.

* Update client database with all client communication and activities.

* Prepare and execute all aspects related to exclusive client events both virtual and in-person * Keep up to date on all marketing materials and branding and implement updates as needed * Keep up to date on all client gifts, birthday and holiday cards * Submit and track all expenses for Advisor.

* Coordinate all aspects of weekly team meetings.

Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success.

We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.

Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

We also recognize that great work is never done alone.

That's why collaboration is at the heart of everything we do.

Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your expertise This role requires a detail-oriented and proactive professional who ensures client needs are met with efficiency, accuracy, and a high level of service.

* Bachelor's degree or equivalent work experience.

* FINRA Series 7 and Series 66 licenses preferred.

* Or willingness to learn and obtain FINRA Series 7 and Series 66 licenses.

* Prior experience working with a broker/dealer, financial advisor, mortgage, or banking industry in a customer/client support, paraplanner or related role.

* Strong attention to detail, organizational abilities, and time management skills.

* Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.

* Strong time management skills.

* Team player with the ability to collaborate with others.

* Ability to work in a fast-paced, evolving environment.

* Adaptable and ability to multitask.

* Goal oriented, self-motivated and results driven.

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.