UBS Group AG is looking for a Client Associate to join our Syracuse, NY branch. In this pivotal role, you will directly support a Financial Advisor, ensuring our high-net-worth clients receive the highest level of administrative support and service.
What You'll Do
- 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
What We're Looking For
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite
Nice to Have
- Series 7 and 66 licenses (for registered CSAs only)
- Ideally 3-5 years of experience in client service, within the finance sector
- College degree, focusing on finance or banking
Technical Stack
- Microsoft Office Suite
Team & Environment
You will support a Financial Advisor as part of our Syracuse, NY branch team, reporting directly to that Financial Advisor.
Benefits & Compensation
- Salary: $58,000 to $65,000
- Dedicated to our craft and passionate about putting our people first
- Offers new challenges, a supportive team, and opportunities to grow
- Flexible working options when possible
- Inclusive culture that brings out the best in employees
- Collaborative environment at the heart of everything we do
- Committed to disability inclusion
Work Mode
This position is based locally in our Syracuse, New York branch office.
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.
