UBS seeks a Client Associate to support wealth management client service and team operations in Montgomery, including maintaining client information, preparing meeting materials, and coordinating account documentation.
What you’ll do
Maintaining client information
Educating clients about account services
Preparing meeting materials
Coordinating account documentation
Supporting marketing and team scheduling
What you’ll need
1-3 years of experience in client service within the finance sector
Excellent communicator with solid interpersonal skills
Detail oriented
Proficient in Microsoft Office Suite
Bachelor degree preferred, focusing on business or finance
Original job description
UBS is hiring a Client Associate for its Wealth Management Americas team in Montgomery. The role supports client service and team operations by maintaining client information, educating clients about account services, preparing meeting materials, coordinating account documentation, and supporting marketing and team scheduling.ideally 1-3 years of…