Your role The key tasks of your job as a Client Service Associate/Registered Client Service Associate include the following: Relationship Management • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, RMA cards, etc.) • Collect appropriate documentation to set up new accounts • Leverage various communication channels to keep in touch with clients (e.g., send out birthday cards, e-mail research newsletters) •
UBS Financial Services Inc.We are a leading provider of TAX, AUDIT and BUSINESS ADVISORY SERVICES. Our growth is driven by successfully assisting our clients achieve results. Our culture encourages individual growth and development, rewards personal excellence and supports our communities. We are currently looking for a Tax Manager to join our awesome team already in place. We offer you:Unlimited career growth and potentialReasonable work schedules with flexible hours and a great work/life balance (yes it is possible)Excellent
MS Tiller LLC
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1000 Abernathy Road, Sandy Springs, GA 30328 – (678) 443-2990 – admin@greaterperimeterchamber.com