Hiring Organization / Company: Ubs
Basic Salary: To Be Discussed
Employement Type: Full-Time
Job Details:
Job Reference #
City
Job Type
Your role
We’re looking for a 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
Your team
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 1-3 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on finance or economics
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us
Disclaimer / Policy Statements
Job Location Information:
City: San Francisco
State: Ca
Country: Us
Location: San Francisco, Ca
Date Posted: 2021-04-08
Job Listing No# : 35687
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- Client Service Associate Jobs
- Jobs Vacancies in Ubs
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