Senior Client Service Associate

Your role

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

We're looking for a Senior 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

Detailed salary information:

• New York: the salary range for this role is $68000 to $75000
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

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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 in the New York International Group branch office in midtown Manhattan. We provide wealth management solution to ultra high net worth clients. This benefits our client with long and short term financial goals including generational wealth transfer. As a Senior Client Service Associate, you'll play an important role supporting your Financial Advisors and their clients.

Your expertise

• series 7 and 66 licenses

• 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-speaking

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

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $68000 to $75000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.