Asset Management, Communication Skills, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Event Management, Event Marketing, Finance, Interpersonal Skills, Investment Services, Marketing Plan, Microsoft Office, Reporting Skills, Wealth Management
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time 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, • ideally 1 year of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Teams, 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 for Financial Advisors in Troy, MI. As client associate, you''ll play an important role in our delivery of personalized client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.