Client Service Associate - Miami
1 month ago

Job summary
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 Become an expert in the systems and platforms used at UBS to support client serviceand team operationsQualifications
- series 7and 66 licenses required
- experience in client service withinthe finance sector
- bachelor's degree orequivalentrequired
- excellent communicatorwith solid interpersonal skills
- detail oriented nothing gets past you
- proficient in Microsoft Office Suite
Job description
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