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- Tasks: Support Financial Advisors and clients with admin tasks and manage client information.
- Company: Dynamic financial services company in Greater London focused on inclusion.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Join a team that values diversity and make a difference in clients' financial journeys.
- Qualifications: Degree in Finance/Banking and 3-5 years of client service experience preferred.
- Other info: Company offers reasonable accommodations during recruitment for all candidates.
The predicted salary is between 35000 - 45000 £ per year.
A financial services company in Greater London is seeking a Client Associate to support Financial Advisors and clients with administrative tasks.
Responsibilities include:
- Managing client information
- Preparing reports
- Educating clients about services
- Planning marketing events
A college degree in Finance/Banking and 3-5 years of client service experience in finance are preferred.
The company values disability inclusion and offers reasonable accommodations during the recruitment process.
Client Services & Financial Support Associate employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & Financial Support Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Client Services role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial services and client management. We recommend practising common interview questions and scenarios related to client support, so you can showcase your experience confidently.
✨Tip Number 3
Don’t forget to highlight your soft skills! In client services, communication and empathy are key. Make sure to share examples of how you've successfully managed client relationships in the past during your interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that Client Associate position!
We think you need these skills to ace Client Services & Financial Support Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client services and finance. We want to see how your background aligns with the role, so don’t be shy about showcasing relevant skills and achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting Financial Advisors and clients. We love seeing enthusiasm and a personal touch, so let your personality come through.
Showcase Your Administrative Skills: Since the role involves managing client information and preparing reports, make sure to highlight any relevant administrative experience. We’re looking for someone who can keep things organised and efficient!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at UBS
✨Know Your Financial Stuff
Brush up on your finance and banking knowledge. Be ready to discuss financial concepts and how they relate to client services. This will show that you’re not just a people person, but also someone who understands the industry.
✨Showcase Your Client Service Experience
Prepare specific examples from your past roles where you’ve excelled in client service. Highlight situations where you resolved issues or improved client satisfaction. This will demonstrate your ability to support Financial Advisors and clients effectively.
✨Be Ready for Administrative Questions
Since the role involves managing client information and preparing reports, expect questions about your organisational skills and attention to detail. Share your strategies for staying organised and how you handle multiple tasks efficiently.
✨Emphasise Your Event Planning Skills
If you have experience planning marketing events, be sure to mention it! Discuss any successful events you’ve organised and how they benefited your previous employers. This will show that you can contribute beyond just client support.