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Calvin Gardner

Client Services Associate at UBS Financial Services, Inc.

Calvin Gardner is a Registered Client Services Associate at UBS Financial Services, Inc., based in San Diego, California. He has a background in providing analytical, operational, and administrative support to financial advisors, enhancing the client experience through effective service delivery. His role involves tasks such as investment analysis, sales opportunity management, and daily client interactions, which are crucial for maintaining strong client relationships and supporting the financial advising team.13

Gardner holds a degree from Oklahoma Christian University and has developed skills in client service over his career. He is noted for his detail-oriented approach and strong communication skills, which are essential in his position to manage client needs effectively.34 As part of his responsibilities, he also engages in onboarding new clients and supports various marketing initiatives within the firm.12

His LinkedIn profile indicates a commitment to professional development and a focus on delivering exceptional client service within the financial services industry.3

Highlights

Jan 29 · alphasights.com
Associate, Client Service, 2025 - AlphaSights
Jan 29 · indeed.com
Ubs Client Service Associate jobs in New York, Ny - Indeed

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Calvin Gardner
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Location

San Diego, California, United States