at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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This role supports client relationship teams by maintaining client management systems, preparing meeting materials and reports, and educating clients on account services and capabilities. The associate is responsible for collecting documentation for new accounts and service requests, planning team marketing events, and maintaining marketing materials. The role also provides the team with a detailed calendar of activities to ensure smooth client servicing and operational readiness.
- Compensation
- $73,000 – $80,000 USD
- City
- Florham Park
- Country
- United States
Currency: $ (USD)
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 Detailed salary information: Florham Park: the salary range for this role is $73000 to $80000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. | Show more CLIENT ASSOCIATE |
