Client Service Associate - Plymouth - job 677612

UBS

Date: 04/09/2021

City: Plymouth, Massachusetts

Employment type: Full-time

United States - Michigan

Business management, administration and support

Global Wealth Management


Job Reference #


227368BR


City


Plymouth


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.




How to apply:

To apply for this job you have to sign in to our website (My profile link in the header).

If you don't have an account with us yet, please Sign up.




Share you skills and get paid! All from the comfort of your home. Sign up for MicroTasks.io!