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Client Associate
| Company | UBS |
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| Location | El Segundo, CA, USA |
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| Salary | $55000 – $70000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, Master’s |
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| Experience Level | Junior |
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Requirements
- 1-2 years of experience in client service, within the finance sector
- bachelor’s or master`s degree or equivalent, focusing on day to day client service
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
Responsibilities
- 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, daily weekly and monthly
- Leverage communication channels to enhance relationships with clients
- Identify and report process improvements in your own work scope
Preferred Qualifications
No preferred qualifications provided.
