at UBS
Bulge Bracket Investment BanksPosted 10 days ago
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**Client Service Representative** – Duties include maintaining management systems, educating clients on services, preparing reports, processing new account documentations, planning marketing events, and scheduling team activities. Seeking a service-driven professional with excellent communication skills and experience in customer service or a related role. We require proficiency in CRM software and communication tools.
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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 |
