Client Account Manager
UBS · Israel
Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team?We are looking for someone like that to:
• support client advisors in delivering exceptional client service and experience
• be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
• assist with account opening, onboarding, due diligence and monitoring activities
• support with documentation for client meetings, business trips, investment proposals and the like
• collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements