What are the responsibilities and job description for the Client Service Associate position at UBS - Experienced professionals - job boards?
Do you want to proactively go the extra mile with us to help clients. Are you focused on the details, even when under pressure.
We're looking for a client service associate to:
support client advisors in delivering exceptional client service and experience
be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
assist with account opening, onboarding, due diligence and monitoring activities
support with documentation for client meetings, business trips, investment proposals and the like
collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements