Executive & Client Services Coordinator

UBS; Lincoln (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Lincoln, NE is seeking an Executive Team Assistant to educate clients on account services, coordinate daily tasks with the team, and collect documentation for new accounts. The role supports preparation of reports and materials for client meetings, keeping management systems up-to-date with client information to ensure smooth service delivery.

You’ll be part of a collaborative team at UBS and play a key role in client servicing.

Qualifications

• Attention to detail and service orientation are essential.
• Strong written and verbal communication skills.
• Ability to work well in a dynamic team environment.
• Proactive ownership of tasks and responsibilities.
• Experience with client services is advantageous.

Responsibilities

• Educate clients on account services and capabilities.
• Coordinate daily tasks and projects with teammates.
• Collect documentation for opening new accounts and handling service requests.
• Keep management systems up-to-date with client information.
• Assist in preparing reports and materials for client meetings.

Skills

Detail-oriented

Excellent written and verbal comms

Team player

Self-starter

Client service experience

Financial industry experience (prefer)

College degree preferred

Education

College degree preferred

Job description

UBS in Lincoln, NE is seeking an Executive Team Assistant to educate clients on account services, coordinate daily tasks with the team, and collect documentation for new accounts. The role supports preparation of reports and materials for client meetings, keeping management systems up-to-date with client information to ensure smooth service delivery.

You’ll be part of a collaborative team at UBS and play a key role in client servicing.