Client Service Associate

We’re looking for a Client Service Associate to: • Serve as first point of contact by managing inbound client calls and initiating outbound calls as needed • Process client requests, including account transactions, disbursements, and investment-related changes • Research and resolve complex or unique client inquiries in a timely and professional manner • Gather and process information needed for account opening and maintenance • Proactively engage with clients, anticipate their needs, and provide exemplary customer service • Maintain up-to-date knowledge of firm policies, procedures, and technology platforms • Greet and welcome clients into the office when they arrive for meetings • Educate clients on UBS services and account features • Updating and maintaining Client Data • Schedule client meetings, maintain accurate calendars, and coordinate availability for advisors and clients • Assist in preparing reports, presentations, and other materials for client meetings