Client Associate
UBS · United States
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• handling day to day service requests from clients
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• provide support for client relationship building and business development activities