ubsPhoenix, AZ
Client Associate
Client Associate
Client Associate
ubsPhoenix, AZ
3 days ago
Brokerage ClerksPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)Overview:
In this role you support client engagement within the Global Wealth Management team in Scottsdale, helping keep client information organized, educate clients on services, and prepare materials for meetings. You enable smooth onboarding and service requests, coordinate team events, and maintain calendars to drive client-focused outcomes. You'll work closely with cross-functional colleagues to translate research and strategy into practical client guidance. This is a meaningful?? to enhance client experience in a collaborative, globally-connected bank. Compensation / Benefitsflexible working options when possibleinclusive culturedisability inclusion and accommodations
Responsibilities:
- Keep management systems up-to-date with client information
- Educate clients on account services and capabilities
- Assist in preparing reports and materials for client meetings
- Collect 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
Key requirements:
- 3-5 years of experience in client service within the finance sector
- Bachelor degree preferred
- Excellent communicator with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suiteexcellent communicationinterpersonal skillsattention to detail
- Microsoft Office Suite
Also on the board Same function, level within a rung
Level
Junior
Location
Phoenix, AZ
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
3 days ago