Client Associate
UBS · New York City
As clients’ point of contact for private wealth management service and account administration, our CSAs are responsible for executing across a broad range of topics.We’re looking for a Client Associate to:
• Work with the Team Operations Leads to ensure a first-class client onboarding and ongoing service experience
• Handle end-to-end operational transactions including money movement, security transfers, and loan execution
• Own client inquiries from start to finish and complete ongoing requests as needed.
• Collaborate closely with Relationship Managers and Operations Lead to maintain client and internal agendas and update CRM systems
• Assist team with scheduling and marketing events