Client Associate

Responsibilities

• Keep management systems up-to-date with accurate client information
• Educate clients on various account services and capabilities
• Prepare reports and 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 team with a detailed and organized calendar of activities

Requirements

• 3+ years of client service experience within the finance sector
• Proficient in Microsoft Office Suite
• Strong interpersonal and communication skills
• Highly detail-oriented with a focus on accuracy

Preferred Qualifications

• Bachelor's degree with a focus on accounting, financial reporting, or analysis

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, driven by a culture of collaboration and excellence.