UBS Financial Services Client Service Associate in Troy, Michigan

Your role:

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:

  • Educate clients on account services and capabilities

  • Input data in to financial planning tools

  • Assist with the preparation of reports and other materials for client meetings

  • Ensure appropriate documentation is collated for new accounts and service requests

Client Service Associate

City:

Troy

Job Type:

Full Time

Country / State:

United States - Michigan

Function Category:

Business management, administration and support

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:

Employees provide standard administrative, technical and/or professional support to a certain area. This can be either personal support to one manager or support for a certain area or location. They identify and report process improvements in their own work scope. They keep their own skills updated with new developments in their own field.

Your expertise:

Leverage communications channels to enhance relationships with clients

  • Maintain management systems with up to date client information

  • Organize logistics for team marketing events and maintain marketing materials

  • Provide team with calendar detailing daily, weekly and monthly activities

  • Identify service opportunities for clients

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Join us:

We're a truly global, collaborative and friendly group of people., Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Job Reference #: 186963BR

Business Divisions: Global Wealth Management

Title: