Client Service Associate
Company: UBS
Location: Saint Louis
Posted on: April 8, 2021
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Job Description:
Your role Are you truly service oriented? Do you know how to
take care of people? 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
Join us We're a truly global, collaborative and friendly group of
people. Having a diverse, inclusive and respectful workplace is
important to us. And we support your career development, internal
mobility and work-life balance. If this sounds interesting, apply
now. Your expertise series 7 and 66 licenses (for registered CSAs
only) ideally 3-5 years of experience in client service, within the
finance sector bachelor's or master`s degree or equivalent
recommended excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you) proficient in Microsoft
Office Suite About us Expert advice. Wealth management. Investment
banking. Asset management. Retail banking in Switzerland. And all
the support functions. That's what we do. And we do it for private
and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in
more than 50 countries. Do you want to be one of us?
Keywords: UBS, St. Louis , Client Service Associate, Other , Saint Louis, Missouri
Click
here to apply!
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