Client Associate

Client Associate

Boston Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist clients with financial services and ensure their needs are met.
  • Company: UBS is a leading global financial services firm operating in over 50 countries.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
  • Why this job: Join a reputable company where your attention to detail and communication skills shine.
  • Qualifications: 3 years of client service experience in finance and a relevant degree required.
  • Other info: Equal Opportunity Employer; accommodations available for applicants with disabilities.

The predicted salary is between 43200 - 72000 £ per year.

• Ideally 3 years of experience in client service, within the finance sector

• Bachelor's or master's degree or equivalent, focusing on finance

• Excellent communicator, with solid interpersonal skills

• Detail oriented (nothing gets past you)

• Proficient in Microsoft Office Suite

Client Associate employer: UBS

UBS is an exceptional employer that values its employees by fostering a collaborative and inclusive work culture, particularly in the dynamic finance sector. With ample opportunities for professional growth and development, employees are encouraged to enhance their skills while enjoying a supportive environment in the vibrant city of New York. The company also prioritises work-life balance and offers competitive benefits, making it an ideal place for those seeking meaningful and rewarding careers.
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Contact Detail:

UBS Recruiting Team

accessibility@talentify.io

StudySmarter Expert Advice 🤫

We think this is how you could land Client Associate

✨Tip Number 1

Network with professionals in the finance sector, especially those who work at UBS or similar firms. Attend industry events or webinars to make connections and learn more about the company culture.

✨Tip Number 2

Brush up on your Microsoft Office skills, particularly Excel and PowerPoint, as these are crucial for a Client Associate role. Consider taking online courses or tutorials to enhance your proficiency.

✨Tip Number 3

Prepare for potential interview questions by practising your communication skills. Focus on how you can demonstrate your attention to detail and interpersonal abilities through real-life examples.

✨Tip Number 4

Research UBS thoroughly, including their services and recent news. This will not only help you understand the company better but also allow you to tailor your conversations during interviews to show your genuine interest.

We think you need these skills to ace Client Associate

Client Service Experience
Financial Knowledge
Excellent Communication Skills
Interpersonal Skills
Attention to Detail
Proficiency in Microsoft Office Suite
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration
Analytical Skills
Customer Relationship Management

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your three years of experience in client service, particularly within the finance sector. Use specific examples to demonstrate how your background aligns with the role.

Showcase Your Education: Clearly state your bachelor's or master's degree in finance or a related field. If you have any additional certifications or relevant coursework, include those as well to strengthen your application.

Demonstrate Communication Skills: Since excellent communication is key for this role, provide examples of how you've effectively communicated with clients or colleagues in previous positions. This could be through successful presentations, reports, or client interactions.

Detail Orientation: As attention to detail is crucial, consider including a brief example of a project where your meticulousness made a significant impact. This will help illustrate that nothing gets past you, as required by the job description.

How to prepare for a job interview at UBS

✨Showcase Your Experience

With ideally three years of experience in client service within the finance sector, be prepared to discuss specific examples from your past roles. Highlight how your experience aligns with the responsibilities of a Client Associate at UBS.

✨Communicate Clearly

As an excellent communicator, you should practice articulating your thoughts clearly and concisely. Prepare to answer questions about your interpersonal skills and provide examples of how you've successfully managed client relationships.

✨Demonstrate Attention to Detail

Being detail-oriented is crucial for this role. During the interview, mention instances where your attention to detail made a significant impact on a project or client interaction. This will show that you understand the importance of precision in the finance sector.

✨Be Proficient with Microsoft Office

Since proficiency in Microsoft Office Suite is required, be ready to discuss your experience with these tools. You might even want to mention specific tasks you've accomplished using Excel, Word, or PowerPoint that are relevant to the role.

Client Associate
UBS
U
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