Job Summary and Mission:
The Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs.
* Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate
* Provide administrative support to designated financial advisor(s)
* Process and follow up operational duties linked to new accounts, risk management, funds cashiering, and order entry, among other
* Work closely with the branch operations team and bank service desks on resolving client inquiries
* Market research
* Interface with branch management team as required
UBS - 22 months ago
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We draw on our 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland....