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Jobs · OTHR · New Hampshire

Client Service Associate

UBS · Concord, NH · 2 days ago
On-siteOTHRFull-time

About the role

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 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

  • ideally 5+ years of experience in client service, within the finance sector
  • Bachelor degree preferred but not required
  • excellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

Qualifications

  • excellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence
  • detail oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

Skills

  • excellent communicator
  • solid interpersonal skills
  • ability to handle complex tasks with confidence
  • detail oriented
  • proficient in Microsoft Office Suite

Benefits

  • collaboration at the heart of everything we do
  • opportunities to grow
  • flexible working options when possible

Pay

Commensurate with experience

Schedule

Full Time

Alpine Wealth Management

You’ll be working on the Alpine Wealth Management team in Concord, NH.

UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

Our Culture

We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently.

Equal Opportunity Employer

We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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