at UBS
Bulge Bracket Investment BanksPosted 3 months ago
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Provide client-focused administrative and service support by keeping management systems up-to-date with client information and educating clients on account services and capabilities. Assist the team with preparation of reports and materials for client meetings, collect documentation for new accounts and service requests, and maintain marketing materials and calendars. Help plan team marketing events and ensure smooth day-to-day client servicing and communication.
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Full Job Description
| Are you truly service oriented? Do you know how to take care of people? We’re 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 |
