
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
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