Client Associate
Job in
Paducah, McCracken County, Kentucky, 42001, USA
Listed on 2026-05-30
Listing for:
UBS
Full Time, Seasonal/Temporary
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
Equal Opportunity and InclusionUBS 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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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