Hybrid Client Associate, Sr. Registered bei UBS Group AG
UBS Group AG · New York City, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in New York City
Your role
Are you truly service oriented? Do you know how to take care of people?
We are seeking a highly organized, experienced, client-focused individual to join our wealth management team as a Client Service Associate. This role is ideal for someone who thrives in a fast-paced and multi-faceted environment, who demonstrates strong execution and communication skills with a proactive approach to tasks.
Our ideal candidate:
Day-One Expectations:
• Accurately process basic money movements and transactions (e.g., wires, checks, trades, account openings)
• Possess basic knowledge of investment vehicles (such as ETFs, mutual funds, stocks, and alternatives), account types (including IRA, trust, taxable), required minimum distributions, annual gifting regulations, and related topics
• Implement strong organizational systems to manage daily tasks and long-term follow-ups, managing to and meeting deadlines
Long-Term Vision:
• Participate in client calls and understand foundational topics (e.g., portfolios, financial planning, cash flow)
• Lead operational execution across multiple internal processes and projects
• Drive work forward between clients and advisors with confidence and clarity by crafting: meeting prep, agendas, and action item follow ups
Detailed salary information:
• New York: the salary range for this role is $75000 to $98000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
We are seeking a highly organized, experienced, client-focused individual to join our wealth management team as a Client Service Associate. This role is ideal for someone who thrives in a fast-paced and multi-faceted environment, who demonstrates strong execution and communication skills with a proactive approach to tasks.
Our ideal candidate:
Day-One Expectations:
• Accurately process basic money movements and transactions (e.g., wires, checks, trades, account openings)
• Possess basic knowledge of investment vehicles (such as ETFs, mutual funds, stocks, and alternatives), account types (including IRA, trust, taxable), required minimum distributions, annual gifting regulations, and related topics
• Implement strong organizational systems to manage daily tasks and long-term follow-ups, managing to and meeting deadlines
Long-Term Vision:
• Participate in client calls and understand foundational topics (e.g., portfolios, financial planning, cash flow)
• Lead operational execution across multiple internal processes and projects
• Drive work forward between clients and advisors with confidence and clarity by crafting: meeting prep, agendas, and action item follow ups
Detailed salary information:
• New York: the salary range for this role is $75000 to $98000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
City
New York
Job Type
Full Time
Country / State
United States, United States - New York
Function Category
Business management, administration and support, Finance
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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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 on the Park View Partners team in Manhattan. We deliver high-touch, strategic support to our clients, ensuring seamless execution and exceptional service. As a Client Service Associate, you play an important role in ensuring operational excellence and building trusted client relationships.
Your expertise
• series 7 and 66 licenses
• 3-5 years of relevant experience in client service within Wealth Management
• bachelor’s degree required
• polished and personable in both written and verbal communication
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite, notably Microsoft Teams
• 3-5 years of relevant experience in client service within Wealth Management
• bachelor’s degree required
• polished and personable in both written and verbal communication
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite, notably Microsoft Teams
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.
We have a presence in all major financial centers in more than 50 countries.
Salary information
US Only: The expected salary range for this role is $75000 to $98000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
