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
• manage calendars including conference calls, vacations, and client meetings
• arrange travel bookings, itineraries, and visa coordination
• support team administration, like ordering supplies, handling mail, and managing conference logistics
• coordinate the production of [type e.g. presentation books and reports, meeting prep packets etc.]
• assist with finance management, including processing of invoices and expenses
• manage accounts through execution of wires, ACH transactions, and journals

Detailed salary information :
• San Diego: the salary range for this role is $60000 to $75000
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.