Client Associate
UBS
Are you truly service oriented? Do you thrive in a fast paced work environment where you can have a positive client impact?
We’re 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 scheduling, preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- share creative ideas to enhance our client experience
- grow and develop with our team; always looking to learn more
We’re 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 scheduling, preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- share creative ideas to enhance our client experience
- grow and develop with our team; always looking to learn more
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