Client Services & Accounts Associate
ubsMontgomery, AL
Client Services & Accounts Associate
ubsMontgomery, AL
today
Occupations
Financial Clerks, All OtherNew Accounts ClerksBookkeeping, Accounting, and Auditing ClerksIndustries
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment ActivitiesAbout the role
UBS Wealth Management Americas in Montgomery, AL is seeking a Client Associate to support client service and team operations. You will keep client files up-to-date, educate clients on account services, and help prepare materials for client meetings. The role requires 1-3 years in client service within finance, a bachelor's degree preferred, strong communication, attention to detail, and proficiency with Microsoft Office.
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JOB OVERVIEW
Experience level
Junior
Location
Montgomery, AL
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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