Client Associate

UBS • Richmond, VA

72d

About The Position

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, and collect the right documentation for opening new accounts and service requests. You will execute client requests efficiently and in a timely manner.

Requirements

• Series 7 and 66 licenses preferred
• Ideally 2-5 years of experience in client service, within the financial services industry
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Nice To Haves

• Professional and client service driven

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
• Execute client requests efficiently and in a timely manner

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees