at UBS
Bulge Bracket Investment BanksPosted 11 days ago
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**Senior Wealth Strategy Associate**: Manage client relationships, update systems, educate clients, and drive operational efficiency.ゃWith 5+ years in wealth management, Excel proficiency, and CRM experience, you'll thrive in this senior role,sin
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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 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 |
