at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**Client Service Representative Switching Team Lead**: Lead our client-facing team, driving excellence in day-to-day management and communication. Key responsibilities include upkeeping management systems with client data, educating clients on our services, preparing reports, streamlining account setup, planning team events, and maintaining marketing materials. Essential skills: client relationship management, strong communication, proficiency in CRM systems, and event planning. Ideally 2+ years of experience in a similar role. Experience with Salesforce and Microsoft Office suites 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 |
