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

• Client service experience within finance, hospitality, or similar industries
• Proficient in Microsoft Office Suite
• Strong interpersonal and communication skills
• Unyielding attention to detail and ability to work under pressure
• Ability to work with discretion, tact, and adaptability
• Ability to remain calm while managing conflicting priorities

Preferred Qualifications

• Bachelor's degree

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, operating in more than 50 markets around the globe. We place collaboration at the heart of everything we do to help manage, preserve, and grow the wealth of our clients.