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UBS | eFinancialCareers
Client Associate
Career Insights for Brokerage Clerk
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Scorecard
Based on Maryland data
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What they do
A Brokerage Clerk works on behalf of clients at a stock exchange. Delivers orders to securities brokers, checks final orders and keeps a record of transactions; delivers securities, distributes dividends and provides tax calculations for clients.
$98,010 / year median in Maryland
-5% projected decline
Job Description
Client Associate
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
We're looking for a Client 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 Your expertise
- ideally 3 years of experience in client service, within the finance sector
- Bachelor degree preferred
- Excellent communicator, with solid interpersonal skills
- Detail oriented
- Proficient in Microsoft Office Suite