Client Service Associate

We’re looking for a Client Service 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. 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 Qualifications ideally 0-3 years of work experience bachelor's degree excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite Job Type: Full Time Job Reference #: 341274BR City: Indianapolis We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. 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