Client Associate

UBS • Dallas, TX

76d

About The Position

In this role, you will be responsible for keeping management systems up-to-date with client information, educating clients on account services and capabilities, and assisting with the preparation of reports and other materials for client meetings. You will also collect the necessary documentation for opening new accounts and service requests, plan team marketing events, and maintain marketing materials. Additionally, you will provide the team with a detailed calendar of activities.

Requirements

• Series 7 and 66 licenses (or willing to obtain)
• Ideally 5+ years of experience in client service, within the finance sector
• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

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

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees