Client Experience & Meetings Coordinator

UBS; Hartford (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

UBS Hartford seeks a Client Associate to support a high-net-worth client advisory team. You will keep client information current, educate clients on account services, and assist in preparing materials for client meetings. The role emphasizes service orientation and clear communication with clients.

Ideal candidates have about 1 year in client service within finance, strong interpersonal skills, and proficiency in Microsoft Office. This is a full-time position based in Hartford, CT.

Qualifications

• Ideally 1 year of experience in client service, within the finance sector.
• 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

Client service

Interpersonal skills

Attention to detail

Communication

Tools

Microsoft Office Suite

Job description

UBS Hartford seeks a Client Associate to support a high-net-worth client advisory team. You will keep client information current, educate clients on account services, and assist in preparing materials for client meetings. The role emphasizes service orientation and clear communication with clients.

Ideal candidates have about 1 year in client service within finance, strong interpersonal skills, and proficiency in Microsoft Office. This is a full-time position based in Hartford, CT.