Client Service Associate - Plymouth - job 677612


Date: 04/09/2021

City: Plymouth, Massachusetts

Employment type: Full-time

United States - Michigan

Business management, administration and support

Global Wealth Management

Job Reference #




Job Type

Full Time

Your role

Are you truly service oriented? Do you know how to take care of people?

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 team

You'll be working with a team of dedicated professionals, where you will be an important addition to the services they provide.

Your expertise

  • Series 7 and 66 licenses preferred not required

  • experiennce in client services industry

  • detailed oriented

  • 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?

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.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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