at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**Client Associate** provides operational and administrative support to Financial Advisors, ensuring smooth client servicing. Key responsibilities include educating clients on account services, inputting data into financial planning tools, aiding in report preparation for meetings, and managing new account documentation. This role requires proficiency in client relationship management, data input, and administrative tasks, with a solid understanding of financial planning software. Applicants should possess prior experience in a similar role and a proven track record of delivering top-notch client services.
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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 |
