Client Associate at UBS in Location not listed

• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements—resolving issues efficiently and proactively
• Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality