Client Associate
UBS Financial Services Inc.
Full‑Time Client Associate Location: Troy, MI Job Type: Full Time Job Reference #: 337268BR Responsibilities Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help prepare reports and other materials for client meetings. Collect necessary 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 Ideally 1 year of experience in client service within the finance sector. Excellent communication and solid interpersonal skills. Detail‑oriented; nothing gets past you. Proficient in Microsoft Office Teams. Employer UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, operating in more than 50 markets worldwide. Equal Opportunity Statement 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
Vacancy posted 4 days ago
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