Beverly Hills, California, USA
9 days ago
Client Associate
Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:
• Keep management systems up-to-date with client information
• Wires/ACH/banking transactions for clients and general money movement
• 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
• Provide the team with a detailed calendar of activities

Detailed salary information:
• Beverly Hills: the salary range for this role is $55000 to $70000
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.
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