at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**Client Associate (Financial Services) - Operational Support & Client Education.** Collaborate with Financial Advisors to service clients, ensuring smooth operations. Key duties include educating clients on services, inputting data into financial planning tools, assisting in report preparation for client meetings, and handling new account documentation. Proficient in financial planning software and administrative tasks. Relevant experience and a customer-centric attitude are vital.
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Full Job Description
| A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service request Applications for this role can be submitted June 30, 2026. | Show more Client Associate |
