Client Experience Associate - Wealth Management

UBS in McLean, VA is seeking a Client Associate to support relationship managers by keeping client data up to date, educating clients on account services, and preparing materials for client meetings. You will also collect documentation for new accounts, assist with planning team events, and maintain calendars, contributing to a proactive, service-oriented team in a global bank.

Strong communication and organizational skills are essential to provide responsive service and reliable administrative

We are currently recruiting a Client Experience Associate
- Wealth Management for our team in McLean, VA, United States.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Client Experience Associate
- Wealth Management role at UBS, based in McLean, VA, United States.

We are looking to fill the Client Experience Associate
- Wealth Management position at UBS in McLean, VA, United States.