Client Associate
UBS Financial Services Inc.
Your role We are looking for a Client 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 Job Type Part Time Job Reference
340963BR
City Boca Raton Your team You’ll be working on a team in Boca Raton, FL. As a Client Associate, you’ll play an important role in client relationships. Your expertise Ideally 2‑5 years of experience in client service, within the finance sector Bachelor degree preferred Excellent communicator, with solid interpersonal skills Detail oriented Proficient in Microsoft Office Suite Disclaimer / Policy statements 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 UBSVacancy posted 4 days ago
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