Client Associate

Responsibilities

• Keep management systems up-to-date with accurate client information
• Educate clients on various account services and capabilities
• Prepare reports and other essential materials for client meetings
• Collect necessary documentation for opening new accounts and processing service requests
• Plan team marketing events and maintain relevant marketing materials
• Provide the wealth management team with a detailed calendar of activities

Requirements

• 2+ years of client service experience, ideally within the finance sector
• Proficient in Microsoft Office Suite
• Strong interpersonal and communication skills
• High level of attention to detail

Preferred Qualifications

• Bachelor's degree with a focus on finance

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe, placing collaboration at the heart of everything we do.