Financial Client Associate — Service & Onboarding Expert

UBS; El Segundo (CA); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

UBS is seeking a Client Associate in El Segundo, CA. You will keep client information current in management systems and educate clients on account services and capabilities. You’ll prepare reports for client meetings and gather documentation for new accounts and service requests.

You will also help plan team marketing events, maintain materials, and provide the team with a detailed calendar of activities. A 2-year background in client service and a strong communicator are preferred.

Qualifications

• 2 years of experience in client service, finance or banking sector preferred.
• Bachelor's degree (preferred, not required), focusing on financial markets
• Excellent communicator with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Responsabilités

• 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

Connaissances

Series 7 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

Formation

Bachelor's degree (preferred) focusing on financial markets

Outils

Microsoft Office

Description du poste

UBS is seeking a Client Associate in El Segundo, CA. You will keep client information current in management systems and educate clients on account services and capabilities. You’ll prepare reports for client meetings and gather documentation for new accounts and service requests.

You will also help plan team marketing events, maintain materials, and provide the team with a detailed calendar of activities. A 2-year background in client service and a strong communicator are preferred.