at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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The Client Service Associate provides client-facing administrative and service support for a wealth management or advisory team. Responsibilities include maintaining management systems with client information, educating clients on account services, preparing reports and materials for client meetings, and collecting documentation for account openings and service requests. The role also involves coordinating team marketing events, maintaining marketing materials, and providing a detailed calendar of team activities.
- Compensation
- Not specified
- City
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- Country
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Currency: Not specified
Full Job Description
| Are you truly service oriented? Do you know how to take care of people? We’re 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 |
