Client Service Associate
About this role
We are seeking a Client Service Associate to support UBS in the United States - New Hampshire. This role focuses on keeping management systems up-to-date with client information, educating clients on account services and capabilities, assisting with the preparation of reports and other materials for client meetings, collecting the necessary documentation for opening new accounts and service requests, planning team marketing events and maintaining marketing materials, and providing the team with a detailed calendar of activities.
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
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