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Client Service Associate

Company: UBS
Location: Stamford
Posted on: November 19, 2021

Job Description:

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * schedule client meetings and provide the team with a detailed calendar of activities * Review expenses and submit expense reports for Financial Advisors * help with the preparation of reports and other materials for client meetings * Assist team with the processing of client requests Join us We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now. Your expertise * ideally 0-2 years of experience in client service, ideally within the finance sector * bachelor's or master`s degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented * proficient in Microsoft Office Suite About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Keywords: UBS, Stamford , Client Service Associate, Other , Stamford, Connecticut

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