Tuesday , May 28 2024

UBS Jobs in Lexington – Client Service Associate

Website UBS

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