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Jamie Carrick

Client Service Associate at UBS

Jamie (Carrick) McKenna is a Client Service Associate at UBS based in the Boston area.2 She provides analytical, operational, and administrative support to UBS Managing Directors and Financial Advisors.3 Her responsibilities include investment analysis, sales opportunity management, operational management, client interaction, onboarding new clients, and sales and marketing support.3

Jamie's role involves enhancing the client experience by servicing clients and supporting Financial Advisors in their daily business practices.1 She educates clients on account services and capabilities, processes account service requests, and assists in preparing client reports and materials for meetings.1

Jamie holds a degree from Bentley University and has over 500 connections on LinkedIn.2 Her position requires strong organizational skills, attention to detail, and excellent communication abilities.13 While the exact duration of her employment at UBS is not specified, the role typically has a minimum one-year commitment.3

Highlights

Feb 7 · vikingglobal.com
Our Team - Viking Global
Feb 5 · indeed.com
Ubs Client Service Associate jobs in New York, Ny - Indeed

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Jamie Carrick
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Location

Boston, Massachusetts, United States