Bilingual Client Services Associate for Financial Advisors

UBS; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Coral Gables, FL seeks a Registered Client Service Associate to support Financial Advisors through order entry and client service activities. You will educate clients on account services, manage documentation for new accounts, and assist in preparing materials for client meetings.

Ideal candidates hold Series 7/66 licenses, 3-5 years in finance client service, a bachelor's degree or equivalent, and strong communication skills in English and Spanish, with Portuguese a plus.

Qualifications

• Series 7 and 66 licenses required.
• 3-5 years' experience in client service within the finance sector.
• Bachelor's degree or equivalent.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• Conduct order entry functions supporting the Financial Advisor.
• 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.
• Be the front line for client contact, client service issues, and processing existing and new business for the advisors.

Skills

Series 7 and 66 licenses

3-5 years client service experience

Excellent communicator

Detail oriented

Bilingual English/Spanish

Portuguese a plus

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

UBS in Coral Gables, FL seeks a Registered Client Service Associate to support Financial Advisors through order entry and client service activities. You will educate clients on account services, manage documentation for new accounts, and assist in preparing materials for client meetings.

Ideal candidates hold Series 7/66 licenses, 3-5 years in finance client service, a bachelor's degree or equivalent, and strong communication skills in English and Spanish, with Portuguese a plus.