UBS
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Client Associate
role at
UBS .
Your role Are you truly service oriented? Do you know how to take care of people?
Job Type Full Time
Job Reference # 330673BR
City Kansas City
Responsibilities
Keep management systems up‑to‑date with client information.
Help with the preparation of reports and other materials for client meetings.
Plan team marketing events and maintain marketing materials.
Provide the team with a detailed calendar of activities.
Qualifications
Ideally 5 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.
Your expertise
Ideally 5 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.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
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.
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Client Associate
role at
UBS .
Your role Are you truly service oriented? Do you know how to take care of people?
Job Type Full Time
Job Reference # 330673BR
City Kansas City
Responsibilities
Keep management systems up‑to‑date with client information.
Help with the preparation of reports and other materials for client meetings.
Plan team marketing events and maintain marketing materials.
Provide the team with a detailed calendar of activities.
Qualifications
Ideally 5 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.
Your expertise
Ideally 5 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.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
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.
#J-18808-Ljbffr