Client Associate

Your role

We are seeking a highly organized and client-focused Client Associate to support and add to our top-performing team. The ideal candidate will possess a keen attention to detail, strong communication skills, and the ability to manage multiple tasks efficiently. This role is pivotal in ensuring the smooth operation of client service and the cornerstone of our business model contributing to the overall success of our team and the satisfaction of our clients.

Key Responsibilities:• Client Interaction: Serve as the primary point of contact for clients, addressing inquiries and providing timely responses to ensure exceptional client satisfaction.• Administrative Support: Assist financial advisors in scheduling appointments with clients and investment partners, preparing documents, and managing client records.• Account Management: Process account openings, transfers, and maintenance, ensuring all client information is accurate and up-to-date.• Documentation: Prepare and review financial documents, reports, and presentations for client meetings, ensuring all materials are accurate and professionally presented.• Compliance: Ensure all client interactions and transactions comply with industry regulations and company policies.• Communication: Facilitate effective communication between client and the team, relaying information and updates as necessary.• Event Coordination: Assist the team in organizing client events, seminars, and ensuring all the logistical details are managed efficiently.• Problem Resolution: Address and resolve client issues and concerns promptly, escalating to the rest of the team when necessary.• Expense Management: Process the teams expenses in a timely manner requesting any additional supporting documentation and ensuring all items are compliant and entered properly.

Your team

UBS Financial Services is a global financial institution offering wealth management, investment banking, asset management and other financial services to clients worldwide. Join a leading financial services team, Hardy Wealth Partners, known for its innovative approach, exceptional client service, and top-tier offerings and solutions.

Our team is dedicated to providing comprehensive financial solutions and unparalleled support to our clients, helping them make smart decisions with their money so they can impact their families and their communities through philanthropy.

Your expertise

Qualifications:• Education: Bachelor's degree in Finance, Business Administration, or a related field is preferred.• Skills:

o Strong organizational and multitasking abilities.

o Excellent verbal and written communication skills.

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

o Familiarity with financial software and CRM systems.

o High attention to detail and accuracy.

o Ability to work collaboratively in a team environment• Certifications: Series 7 and Series 66 licenses preferred or willing to obtain.

Personal Attributes:• Client-Oriented: Demonstrates a strong commitment to client satisfaction and service excellence.• Proactive: Takes initiative to anticipate and address client and team needs.• Professionalism: Maintains a high level of professionalism and confidentiality.• Adaptive: Thrives in a fast-paced, dynamic environment and can manage changing priorities

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?

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.