Client Associate
$55k - $75kUBS Financial Services Inc.
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 Job Type Full Time Location New York Qualifications ideally 1-3 years of experience in client service, within the finance sector bachelor degree preferred, focusing on finance, business administration, or related field excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite Salary United States - New York - New York min USD 55000 - max USD 75000 /annum 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 5 days ago
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