Home
/
Customer Service
/
Client Service Associate
Client Service Associate-October 2024
New York
Oct 27, 2025
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Service Associate

  Your role

  Are you truly service oriented? Do you know how to take care of people?

  We're looking for a Client Service Associate to:

  • 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

  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?

  Disclaimer / Policy Statements

  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.

  Your team

  You'll be working at the New York International Group branch office located in midtown Manhattan. We provide wealth management solutions for our ultra high net worth clients. Our clients benefit from short and long term planning including generational wealth transfer. As a Client Service Associate, you'll play an important role directly supporting your Financial Advisor(s) and clients.

  Your expertise

  • ideally 3-5 years of experience in client service, within the Finance sector

  • bachelor degree preferred, focusing on Finance

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

  • Fluent Spanish, Mandarin or Portuguese speaking preferred

  • Series 7 and 66 preferred

  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.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Solution Account Manager, Workfront
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
CUSTOMER SERVICE ASSOCIATE III
At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview • To interface on a day to day
Service Desk Analyst
Service Desk Analyst Job Description The Service Desk Analyst delivers maintenance for a primary incident solution, and it is reported to the centralized division of service desk. Usually, responsibi
Service Desk Analyst
Roles based in ANGERS (France) requiring 4 to 5 days onsite presence. Role synopsis : The purpose of this role is to the first point of contact for theB2B users who call the Client Service Desk to tr
Customer Service Associate - Temporary
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
Account Director, Enterprise Sales- Consumer Goods
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional di
Bilingual (Spanish/English)-Service Specialist - Implementation Client Consultant
Overview Under a moderate level of guidance and direction, provides customer service for one or more Paychex products. Uses prescribed guidelines to ensure good customer relations are maintained and
Client Service Representative
Overview Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and custom
Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
CUSTOMER SERVICE ASSOCIATE V
At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Customer Ser
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved