Jonathan Poplawski

About Jonathan Poplawski

I am a dedicated Client Service Associate at UBS, where I leverage my strong background…

Experience

1. Client Associate

   UBS

   Jan 2024 — Present · Manasquan, NJ, US

   Provide comprehensive support to financial advisors, managing day-to-day client inquiries and ensuring timely, accurate responses. • Handle administrative duties, including scheduling, documentation, and processing client paperwork, while maintaining detailed client records. • Assist with account management tasks such as opening and updating accounts, processing transactions, and ensuring regulatory compliance. • Act as the primary point of contact between clients and advisors, facilitating clear and effective communication regarding account status and investment performance. • Prepare and distribute regular reports and statements to clients, providing transparent updates on their investments. • Ensure all client interactions adhered to internal policies and regulatory standards, supporting risk management efforts. • Resolve client issues promptly, collaborating with various departments to deliver satisfactory outcomes. • Build and maintain strong client relationships, contributing to high levels of client retention and satisfaction.