Client Associate

Client Service Associate We’re looking for a Client Service Associate to: keep management systems up‑to‑date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Qualifications Series 7 and 66 licenses preferred, not required Ideally 2 years of experience in client service, within the finance sector Excellent communicator, with solid interpersonal skills Detail‑oriented (nothing gets past you) Proficient in Microsoft Office Suite Job Details Job Type: Full Time Job Reference #: 339534BR City: Lexington Equal Opportunity Employer UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr UBS