at UBS
Bulge Bracket Investment BanksPosted 3 days ago
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**Registered Client Associate:** Support client management by maintaining up-to-date client information, educating clients on account services and capabilities, preparing reports and materials, and managing new accounts and service requests. Coordinate team marketing events and activities. Service-oriented candidates with strong client focus, experience in a related role, and excellent communication skills are preferred. Basic Microsoft Office proficiency required.
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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 |
