Client Service Associate
About the role
Are you truly service oriented? Do you know how to take care of people? We're looking 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, and provide the team with a detailed calendar of activities.
Responsibilities
- Educate clients on account services and capabilities
- Prepare 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
- Series 7 and 66 licenses (preferred)
- 2-5 years of experience in client service, within the finance sector
- [Bachelor's or Master's degree] or equivalent, focusing on [insert subject]
- Excellent communicator with solid interpersonal skills
- Detailed oriented (nothing gets past you)
- Proficient in Microsoft Office Suite
Qualifications
- Service-oriented mindset
- Experience in client service within the finance sector
- Strong communication and interpersonal skills
- Detail-oriented approach
- Basic proficiency in Microsoft Office Suite
Skills
- Client service
- Account management
- Report preparation
- Event planning
- Marketing materials maintenance
- Calendar management
Benefits
Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.
Pay
Details will be provided during the assessment process.
Schedule
Details will be provided during the assessment process.
Benefits
Details will be provided during the assessment process.
Join us at UBS, the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries.
How we hire: Learn more about how we hire.
Disclaimer / Policy Statements: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.