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