Tuesday , December 1 2020

UBS Application – General Business Management

Job Description:

  • Are you truly service oriented? Do you know how to take care of people?
  • We’re looking for a Client Service Assocaite to:

Job Responsibilities:

  • help with the preparation of reports and other materials for client meetings
  • keep management systems up-to-date with client information
  • provide the team with a detailed calendar of activities
  • plan team marketing events and maintain marketing materials
  • collect the right documentation for opening new accounts and service requests

Job Requirements:

  • You’ll be working with The Penn Management Group team in Newtown PA. As a Client Associate, you’ll play an important role in servicing our clients and helping to grow the business.
    series 7 and 77 licenses
  • excellent communicator with solid interpersonal skills
    detail oriented (nothing gets past you)
  • proficient with Microsoft Office Suite

Qualification & Experience:

  • educate clients on account services and capabilities
  • ideally 5-6 years of experience in client service, within the finance sector

Job Details:

Company: UBS

Vacancy Type:  Full Time

Job Functions: Client Service Associate

Job Location: Philadelphia, PA, US

Application Deadline: N/A

Apply Here