at UBS
Bulge Bracket Investment BanksPosted 10 days ago
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**Client Service Representative** - Serve as key client point of contact, offering account management, client education, and report preparation - Coordinate new account openings and service requests, ensuring accurate documentation - Orchestrate team marketing events, maintain event calendars, and manage marketing materials - 1+ years in similar role preferred, proficiency in CRM and marketing tools essential
- Compensation
- Not specified
- City
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Currency: Not specified
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 |
