at UBS
Bulge Bracket Investment BanksPosted 5 days ago
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**Client Service Specialist** leverages exceptional service skills to drive client success. Responsibilities include: managing client information in CRM systems, educating clients on services, assisting in report preparation, handling new account openings, planning team events, serving as primary client contact, proactively resolving issues, and collaborating with advisors for client outreach. Ideal candidate possesses strong organizational skills, detail orientation, and a customer-centric focus. Proficient in Microsoft Office, experience with CRM systems (e.g., Salesforce) preferred. Seeking a motivated individual eager to build a long-term career in an advisory team setting.
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Full Job Description
| Are you truly service oriented? Do you know how to take care of people? This role is designed for someone interested in building a long term career on an established advisory team. 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 act as a primary service contact for assigned client relationships anticipate client needs and resolve issues independently when appropriate escalate complex issues with clear recommendations and context partnering more closely with advisors on proactive client outreach | Show more Client Associate |
