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Client Associate

$65k - $75k

UBS Financial Services Inc.

Your role Are you truly service oriented? Do you know how to take care of people? Responsibilities 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 Salary Pasadena: $65,000 to $75,000 United States - California - Pasadena min USD 60,000 - max USD 70,000 per annum The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Job Type Full Time Job Reference # 331742BR City Pasadena Your team You’ll be working with a dynamic, growing team in Pasadena, CA. As a Client Associate, you’ll play an important role within the team leading client service focus. Your expertise ideally 2 years of experience in client service, finance or banking sector preferred bachelor's degree (preferred, not required), focusing on financial market excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) 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

Vacancy posted 19 hours ago
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