Senior Registered Client Associate

Senior Client Associate We’re looking for a Senior 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 Qualifications ideally 3-5 years of experience in client service, within the finance sector bachelor degree preferred excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) SIE, Series 7 and Series 66 Registrations proficient in Microsoft Office Suite Job Type Full Time Job Reference 334788BR City Phoenix Equal Opportunity Employer 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