Client Service Associate - UBS : Job Details

Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • 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 • provide the team with a detailed calendar of activities Detailed salary information : • San Francisco: the salary range for this role is $68000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Your expertise: •SIE, Series 7 and 66 licenses (for registered CSAs only) • ideally 1-3 years of experience in client service, within the finance sector • bachelor's or master`s degree or equivalent, focusing on finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite