Client Associate

UBS Financial Services, Inc.
Johnson City, TN
Full-time

Are you truly 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
  • 30+ days ago
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