at UBS
Bulge Bracket Investment BanksPosted 2 days ago
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Client Associate ensures smooth client management, updating systems, educating clients on services, preparing reports, and processing new accounts. Plan team marketing events and maintain event calendar. 3+ years' experience in client-facing roles; proficient in CRM software (e.g., Salesforce), Microsoft Office, and event planning tools. 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 |
