at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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Support a client-facing team by maintaining management systems and keeping client information up to date. Assist with client education on account services, prepare reports and materials for client meetings, and collect documentation for new accounts and service requests. Help plan team marketing events, maintain marketing materials, and provide a detailed calendar of team activities.
- Compensation
- Not specified
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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 |
