Client Service Associate
UBS
Buffalo New York
Salary: Neg Per Hour
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
- plan team marketing events and maintain marketing
materials
- provide the team with a detailed calendar of activities
Your expertise
- series 7 and 66 licenses preferred
- ideally 3-5 years of experience in client service,
within the finance sector
- bachelor degree preferred, focusing on an area of
Finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
Job Overview
Posted Date: 08 Nov 2023
Location: Buffalo New York
Salary: Neg Per Hour
Company Information
UBS
Name: UBS
Web: https://www.ubs.com/