Client Associate
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
- 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
Requirements
- 3 years of experience in client service, within the finance sector
- Bachelor degree preferred
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite
Qualifications
- Expertise in client service
- Experience in the finance sector
- Communication and interpersonal skills
- Attention to detail
- Microsoft Office proficiency
Skills
- Client service expertise
- Finance sector experience
- Communication and interpersonal skills
- Attention to detail
- Microsoft Office proficiency
Benefits
The indicative gross base salary range as a full-time equivalent role: United States - Maryland - Baltimore min USD 55000 - max USD 65000 /annum.
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level.
UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits.
We may, at our sole discretion, provide additional variable compensation or awards.
Pay
The indicative gross base salary range as a full-time equivalent role: United States - Maryland - Baltimore min USD 55000 - max USD 65000 /annum.
Schedule
Full Time
Contact Information
To apply, please visit ubs.com/careers.
If you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.