at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**Client Associate**: Support Financial Advisors in educating clients about services, handling data input in financial planning tools, preparing reports, and managing client documentation. Keywords: Client Support, Financial Planning, Operational Admin, New Account Setup. July 1, 2026 application deadline.
- Compensation
- Not specified
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Currency: Not specified
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 |
