Client Associate

About the role

Maintain client information records.
Educate clients on account services and capabilities.
Deliver and execute strategic initiatives to better serve clients.
Prepare reports and other materials for client meetings.
Collect necessary documentation for opening new accounts and service requests.
Plan and maintain marketing materials for team events.
Schedule client meetings.
Process business expenses.

Responsibilities

• Maintain client information records
• Educate clients on account services and capabilities
• Deliver and execute strategic initiatives to better serve clients
• Prepare reports and other materials for client meetings
• Collect necessary documentation for opening new accounts and service requests
• Plan and maintain marketing materials for team events
• Schedule client meetings
• Process business expenses

Requirements

Service orientation, organization, detail orientation, communication skills, proficiency in Microsoft Office Suite.

Qualifications

Bachelor's Degree or equivalent preferred.

Skills

SIE, Series 7 and 66 licenses.

Benefits

See UBS Careers Website for details.

Pay

Indicative gross base salary range: $60,000 - $70,000 per annum.

Schedule

Full-Time