
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
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