Home
/
Customer Service
/
Client Associate
Client Associate-January 2024
Memphis
Jan 19, 2025
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Client Associate

  Your role

  Are you truly service oriented? Do you know how to take care of people?

  We're looking for a Client Associate to:

  • 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

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all 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 success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

  Disclaimer / Policy Statements

  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.

  Your team

  You'll be working with a Financial Team in Memphis, TN

  Your expertise

  • series 7 and 66 licenses (for registered CSAs only)

  • ideally 3-5 years of experience in client service, within the finance sector

  • [bachelor degree preferred], focusing on finance

  • excellent communicator, with solid interpersonal skills

  • detail oriented (nothing gets past you)

  • proficient in Microsoft Office Suite

  About us

  UBS is the world's 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 reach and the breadth of our expertise set us apart from our competitors..

  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Client Service Coordinator - 001340
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterin
Customer Service Associate - Temporary
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
Part Time Teller 20 hrs Tulare and Visalia
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Teller Part Time
CO Salary Range: USD 18.00 - 22.84 per hour Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting empl
Pharmacy Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.In ac
Client Service Coordinator (CSC)
Job Description Passionate Customer Service Professional Needed. Must Love Pets. Banfield Pet Hospital - BRICKYARD, CHICAGO, IL Job Description Client Service Coordinator needed for Banfield Pet Hosp
Part Time Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Client Service Coordinator - 001971
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterin
Client Service Coordinator - 001737
Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterin
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved