Client Associate
| Company | UBS |
|---|---|
| Location | Carrboro, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- ideally 2 years of experience in client service, within the financial services sector
- bachelor’s degree preferred
- excellent communicator, with solid interpersonal skills
- proactive and organized
- detail oriented and value accuracy
- series 7 and 66 licenses preferred, not required
- proficient in Microsoft Office suite
Responsibilities
- keep management systems up to date with client information
- educate clients on account services and capabilities
- assist with resolving client issues, questions, and requests related to their accounts
- help with the preparation of reports and other materials for client meetings
- perform all tasks related to Client Operations (account opening and maintenance, funds distribution, etc.)
- participate in team projects and meetings
- complete firm-initiated projects
Preferred Qualifications
- bachelor’s degree preferred
- series 7 and 66 licenses preferred, not required