Client Associate

UBS • Stamford, CT

278d

About The Position

As a Client Associate at UBS, 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, maintain marketing materials, and provide the team with a detailed calendar of activities.

Requirements

• Ideally 2-3 years of experience in client service within the finance sector
• Bachelor's degree preferred
• Excellent communicator with solid interpersonal skills
• Detail oriented
• 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

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree