Client Service Associate

Job Type: Full Time Responsibilities Provide support for client relationship building and business development activities 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 Ideally 5+ years of experience in client service within the finance sector Bachelor's degree or equivalent preferred Excellent communicator with top‑notch interpersonal skills Analytical and logical thinker Team player Proficient in Microsoft Office Suite Location Pepper Pike Job Reference

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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