Client Experience Coordinator — Part-Time

UBS; Denver (CO); On-site; USD 55,000 - 75,000; Part time

Job summary

UBS is seeking a Client Associate in Denver for a part-time, on-site role. You will keep client records updated, educate clients on account services, and assist in preparing reports for client meetings.

Responsibilities include collecting documentation for new accounts, planning team marketing events, and maintaining materials, plus providing the team with a detailed activity calendar.

Qualifications

• Bachelor degree preferred.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• 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

Excellent communicator

Detail oriented

Office suite proficiency

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate in Denver for a part-time, on-site role. You will keep client records updated, educate clients on account services, and assist in preparing reports for client meetings.

Responsibilities include collecting documentation for new accounts, planning team marketing events, and maintaining materials, plus providing the team with a detailed activity calendar.