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 • ideally 5+ years of experience in client service, within the finance sector • Bachelor degree preferred but not required • excellent communicator, with solid interpersonal skills and the ability to handle complex tasks with confidence • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite
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 the Alpine Wealth Management team in Concord, NH.