at UBS
Bulge Bracket Investment BanksPosted 10 days ago
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**Client Service Representative Team Lead:** Lead client-facing operations, maintaining CRM, educating clients, managing reports, and driving team marketing efforts. Must have 3+ years' experience in client service, excellent interpersonal skills, and proficiency in CRM systems (e.g., Salesforce). Oversee account management, new account openings, and service requests. Proven team leadership and event planning 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 |
