Client Associate
UBS
Providence, RI0–2 yrs56m agovia LinkedIn
UBS
Providence, RI
Key Responsibilities
- 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
Requirements & Tech Stack
- Microsoft Office Suite
Qualifications
- 0-2 years of experience in client service, within the finance sector
- Bachelor degree preferred (but not required), focusing on finance
- Excellent communicator, with solid interpersonal skills
- Detail oriented