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 • 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
2+ years of office and industry experience Bachelor's Degree preferred Excellent communicator, written and verbal Proactive and organized Detail oriented and value accuracy
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves.
Want to find out more? Visit ubs.com/careers
You'll be working on a team in Atlanta, GA. As a Client Associate, you'll play an important role in client relationships.