Client Associate
: Job Details :


Client Associate

UBS

Location: Mount Laurel,NJ, USA

Date: 2024-11-11T08:43:59Z

Job Description:

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

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Your expertise

* financial services experience, ideally within a client facing team

* unyielding attention to detail, even when under pressure

* team player that remains calm while managing conflicting priorities

* works with absolute discretion, tactfulness and adaptability to changing demands

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

Apply Now!

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