Registered Client Associate
About this role
UBS - Registered Client Associate
Key responsibilities
- are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
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keep management systems up-to-date with client information
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educate clients on account services and capabilities
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help with the preparation of reports and other materials for client meetings
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collect the right documentation for opening new accounts and service requests
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plan team marketing events and maintain marketing materials
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provide the team with a detailed calendar of activities
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It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Job Reference #
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343975BR
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City
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Wellesley
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Job Type
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Full Time
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The team
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