Client Service Associate

Job Reference #302606BRCityGreenvilleJob TypeFull TimeYour roleAre you truly service oriented? Do you know how to take care of people? Are you efficient in a busy environment?We’re looking for a Client Associate to:• answer incoming client calls• handle client requests in a professional and timely manner• Educate clients on account services and capabilities• Keep management systems up-to-date with client information• Help prepare materials for client meetings• Maintain marketing materials• Communicate with clients regarding important information and upcoming events• Scheduling client calls and meetings• collaborate with other departments as needed to provide optimal client service• handle expense reportsYour teamYou'll be working closely with a team in Greenville SC. As a Client Associate, you will play an important role supporting Financial Advisors along with assisting their clients with administrative needs.Your expertise• ideally 3-5 years of experience in client service, within the finance sector• excellent communicator, with solid interpersonal skills• detail oriented (nothing gets past you)• ability to multi task and manage your time well• proficient in Microsoft Office Suite• series 7 and 66 licenses, is preferred, but not necessary at the time of hire.About usUBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..We have a presence in all major financial centers in more than 50 countries.How we hireWe may request you to complete one or more assessments during the application process. Learn moreJoin usAt UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?Disclaimer / Policy statementsUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.