at UBS
Bulge Bracket Investment BanksPosted 5 days ago
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**Client Associate Intern** Join our established advisory team as a Client Associate Intern. Primary role: maintain client contact, update management systems, and plan team marketing events. Key responsibilities include educating clients, preparing reports, and processing new account requests documentation. Independently address client needs and escalate complex issues. Proactive outreach with advisors is crucial. This entry-level role demands strong service orientation, excellent communication skills, and a commitment to career growth. Experience in financial services is valuable, but not required.
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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 |
