at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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Client-facing role providing high-quality service and administrative support for a wealth management team. Responsibilities include maintaining client information in management systems, educating clients on account services and capabilities, and preparing reports and materials for client meetings. The role also involves collecting documentation for new accounts and service requests, planning team marketing events, maintaining marketing materials, and managing a detailed team calendar of activities.
- Compensation
- Not specified
- City
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- Country
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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 |
