Client Associate Position Available In Erie, New York

Client Associate
United States – New York
Business management, administration and support
Global Wealth Management
Job Reference #
316681BR
City
Buffalo
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client 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
  Detailed salary information:

Buffalo:

the salary range for this role is $58000 to $65000
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 incentivepensation. For benefits information, please visit ubs/usbenefits.
Your team
You’ll be working in the Buffalo, NY branch. As a Client Associate, you’ll play an important role in assisting Financial Advisor(s) and their clients with administrative tasks.
Your expertise

• series 7 and 66 licenses (for registered client associates). If not licensed willing to get fully licensed discuss with the hiring manager of time frame.
• ideally 3-5 years of experience in client service, within the finance sector
• a college degree preferred, focusing on finance and or banking.
• excellentmunicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
  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 ourpetitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
We may request you toplete one or more assessments during the application process. Learn more
Salary information

US Only:

The expected salary range for this role is $58000 to $65000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
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, wver 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’remitted to disability inclusion and if you need reasonable amodation/adjustments throughout our recruitment process, you can always contact us.
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.