Part Time Client Associate

UBS • Newport Beach, CA

79d • $60,000 - $70,000

About The Position

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

Requirements

• Ideally 5 years of experience in client service, within the finance sector
• 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

Benefits

• Discretionary incentive compensation
• Flexible working options
• Supportive team environment
• Opportunities to grow

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees