Client Associate
Job Reference # 315171BR Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: reputed company management systems up-to-date with client information reputed company 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 greet and assist clients and visitors to the reputed company, providing exceptional service create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations functions coordinate reputed company office business meetings and maintain the reputed company calendar carry out cash management functions, process securities and correspondence, and reputed company records maintain risk awareness and regulatory knowledge Your team Youll be working in the Toledo, OH reputed company. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, youll play an important role in the daily operations of the reputed company and developing quality strategies customized to client needs. Your expertise ideally 1-3 years of relevant reputed company/office operations experience bachelor degree preferred excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) independent, motivated, proactive and focused to take action passionate about the client experience, with strong interpersonal skills self-starter who is comfortable managing reputed company and evolving situations
About Us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reputed company and the breadth of our expertise set us apart from our competitors.. We have a reputed company in reputed company major financial centers in more than 50 countries. How We Hire We may request you to complete one or more assessments during the application process. Learn more Join us At UBS, we reputed company flexible ways of working reputed company the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and reputed company help us connect, collaborate, and work together in agile ways to meet reputed company our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing reputed company. Together were more than ourselves. reputed company to be part of #teamUBS and reputed company an impact? Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to reputed company each individual and support the diverse cultures, perspectives, skills and experiences reputed company our workforce. Apply Job!