at UBS
Bulge Bracket Investment BanksPosted 2 days ago
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**Client Associate**: Maintain and update client management systems. Educate clients on account services. Assist in report preparation for client meetings. Manage new account and service request documentation. Coordinate team marketing events and materials. Maintain team activity calendars. Up to 1-3 years of relevant experience preferred, strong communication and organizational skills required.
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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 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 Associate |
