at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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Client-focused internship supporting a wealth management or client team by maintaining client management systems, preparing meeting materials and reports, and educating clients on account services. Responsibilities include collecting documentation for new accounts and service requests, planning team marketing events, and maintaining marketing materials. The role requires strong service orientation, attention to detail, and the ability to coordinate team calendars and client-facing activities.
- Compensation
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Currency: Not specified
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 |
