UBS - Experienced professionals - job boards
via Indeed
Client Associate
Compensation
$40K - 60K a year
Responsibilities
Maintain client information systems, assist with client education and documentation, prepare reports, and support marketing and team activities.
Requirements
Strong service orientation, organizational skills, ability to manage client documentation, and support team marketing and scheduling activities.
Full Description
Are you 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
This job posting was last updated on 12/8/2025
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