Monday , March 4 2024

UBS Employment – Client Service Associate

Website UBS

Job Description:

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

Job Responsibilities:

  • plan team marketing events and maintain marketing materials
  • provide the team with a detailed calendar of activities

Job Requirements:

  • excellent communicator, with solid interpersonal skills
  • detail-oriented (nothing gets past you)
  • proficient in Microsoft Office Suite

Qualification & Experience:

  • Bachelor’s degree or equivalent, focusing on Financial Services

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Location: Philadelphia, PA, US

Application Deadline: N/A

Apply Here

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