Client Associate
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-06-18
Listing for:
UBS
Full Time, Seasonal/Temporary
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Full‑Time Client Associate
Location:
Troy, MI
Job Type: Full Time
Job Reference #: 337268
Responsibilities- Keep management systems up‑to‑date with client information.
- Educate clients on account services and capabilities.
- Help prepare reports and other materials for client meetings.
- Collect necessary 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 1 year of experience in client service within the finance sector.
- Excellent communication and solid interpersonal skills.
- Detail‑oriented; nothing gets past you.
- Proficient in Microsoft Office Teams.
UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland, operating in more than 50 markets worldwide.
Equal Opportunity StatementUBS 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
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