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Client Associate
United States - Illinois, Business management, administration and support, Global Wealth ManagementPosted Aug 26, 2026
Job description
• maintain client information records
- educate clients on account services and capabilities
- help deliver and execute strategic initiatives to better service the clients
- 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
- schedule client meetings
- process business expenses
Description copied from UBS's careers page. Read the full posting before you apply.
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