Client Associate

UBS; Boca Raton (FL); On-site; USD 24,796 - 35,817; Part time

Job summary

UBS in Boca Raton is seeking a Part-Time Client Associate to help keep client information systems up-to-date and educate clients on account services and capabilities.

You will assist with preparing reports for client meetings, collect documentation for opening new accounts and service requests, plan team marketing events, maintain marketing materials, and provide the team with a detailed calendar of activities.

Qualifications

• 2-5 years of experience in client service within the finance sector
• Bachelor degree preferred
• Excellent communicator with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

Responsibilities

• 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

Skills

Client service

Excellent communicator

Interpersonal skills

Detail oriented

Microsoft Office

Education

Bachelor's degree (preferred)

Tools

Microsoft Office Suite

Job description

Your role

We are looking for a 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

Job Type

Part Time

Job Reference

340963BR

City

Boca Raton

Your team

You’ll be working on a team in Boca Raton, FL. As a Client Associate, you’ll play an important role in client relationships.

Your expertise

• Ideally 2‑5 years of experience in client service, within the finance sector
• Bachelor degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented
• Proficient in Microsoft Office Suite

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.