Client Associate

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

• 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 #: 338143

City:
Paducah

You will be working with a Global Wealth Management Team in Paducah, Kentucky. We help high net worth and ultra-high net worth individuals and families meet their financial goals by providing products and services specifically designed for them.

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. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.