Client Associate
UBS
- Houston, TX
- Permanent
- Part-time
- keep management systems up-to-date with client
- educate clients on account services and capabilities
- help with the preparation of reports and other materials
- collect the right documentation for opening new accounts
- plan team marketing events and maintain marketing
- provide the team with a detailed calendar of activities
services specifically designed for them.Your expertise
- series 7 and 66 licenses
- ideally 2-3 years of experience in client service, within the
- bachelor's degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite