Client Associate

Client Associate

Location:

Greenwich, CT

Job Type: Full Time

• 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

• Ideally 1‑3 years of experience in client service within the finance sector
• Bachelor's Degree preferred, focusing in Finance, Business Management, or related fields
• Excellent communicator with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

Greenwich: the salary range for this role is $65,000 to $75,000.

Salary may also be eligible for discretionary incentive compensation.

For benefits information, please visit .

UBS is a leading global wealth manager and the leading universal bank in Switzerland. It provides diversified asset‑management solutions and investment‑banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide and places collaboration at the core of its culture.

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.