More jobs:
Client Associate
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-07-01
Listing for:
UBS
Full Time, Seasonal/Temporary
position Listed on 2026-07-01
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Client Service Associate
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
- Series 7 and 66 licenses preferred, not required
- Ideally 2 years of experience in client service, within the finance sector
- Excellent communicator, with solid interpersonal skills
- Detail‑oriented (nothing gets past you)
- Proficient in Microsoft Office Suite
- Job Type: Full Time
- Job Reference #: 339534
- City:
Lexington
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×