Client Associate
UBS United States - New York Business management, administration and support
Posted 2026-10-20
About the role
• 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
Listed from UBS's career site, where it was posted on 2026-10-20. The firm's page is the reference for the details and the application.