Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• schedule and coordinate client meetings
• process business expenses using the SAP/Concur tool
• input data into financial planning tools
• help with the preparation of reports and other materials for client meetings
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
Detailed salary information:
• New York: the salary range for this role is $66500 to $70000
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 incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You will be working with the Park View Partners team in New York, NY. The client associate role focuses on providing essential administrative support to ensure smooth operations and outstanding client service. They are instrumental in scheduling meetings, managing expenses, and ensuring organized documentation. The ideal candidate thrives in a detailed-oriented environment and excels at maintaining structure to support process workflow. This benefits our UHNW client base by ensuring they receive timely, organized support, which fosters stronger relationships with our team.
Your expertise
• ideally 1-2 years of experience in client service
• bachelor's degree required
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• highly organized
• 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 our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?