Client Associate
UBS
Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?
We’re looking for a Client Associate to:
• educate clients on account services and capabilities
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
We’re looking for a Client Associate to:
• educate clients on account services and capabilities
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
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