Client Associate
UBS · United States
Are you truly service oriented? Do you know how to take care of people?We’re looking for a motivated, organized, detail oriented Client Associate to:
• maintain client information records
• educate clients on account services and capabilities
• help deliver and execute strategic initiatives to better service the clients
• 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
• schedule client meetings
• process business expense