Client Associate
UBS · Westport, CT · 2 mo ago
On-siteOTHRFull-time
About the role
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
Responsibilities
Keep management systems up-to-date with client information
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
Requirements
College degree, focusing on Finance/Banking
Excellent communicator, with solid interpersonal skills
Detail oriented (nothing gets past you)
Proficient in Microsoft Office Suite
Qualifications
Not specified
Skills
Series 7 and 66 licenses, not needed at time of hiring
Ideally 3-5 years of experience in client service, within the finance sector
Benefits
Not specified
Pay
Not specified
Schedule
Full Time