Job Description: We’re looking for a Client Service Associate to: 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 Job Responsibilities: You will be working with a Global Wealth Management Team in Louisville, KY. We help high net worth and ultra-high net worth individuals and families meet their financial goals by providing products and services specifically designed for them. Job Requirements: series 7 and 66 licenses preferred, not required ideally 2 years of experience in client service, within the finance sector proficient in Microsoft Office Suite detail oriented (nothing gets past you) excellent communicator, with solid interpersonal skills Job Details: Company: UBS Vacancy Type: Full Time Job Functions: General Business Job Location: Lexington, KY, US Application Deadline: N/A Apply Here careersvite.com
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