at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Registered Client Associate - Service-driven Professional**: Manage client relationships, maintain up-to-date management systems, educate clients on services, prepare reports, handle new account documentation, plan team marketing events, and maintain activity calendar (1-3 years' experience in client service or related role). Key tools: management systems, client service platforms.
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Full Job Description
| Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Service 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 |
