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Client Associate
United States - South Carolina, Business management, administration and support, Global Wealth ManagementPosted Oct 9, 2026
Job description
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
Description copied from UBS's careers page. Read the full posting before you apply.
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