at UBS
Bulge Bracket Investment BanksPosted 25 days ago
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This is an experienced role in Global Banking focusing on client service. The role involves keeping management systems up-to-date with client information, educating clients on account services and capabilities, and assisting with the preparation of reports and other materials for client meetings. You will collect the right documentation for opening new accounts and service requests, plan team marketing events and maintain marketing materials, and provide the team with a detailed calendar of activities.
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Full Job Description
| Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities | Show more Client Service Associate |
