Client Associate

UBS; Jackson (MS); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS in Jackson, MS is seeking a Client Associate to support client service and account management activities in a fast-paced wealth-management team.

You will keep client information current, educate clients on account services, assist in preparing reports for client meetings, and collect documentation to open new accounts and service requests. You’ll also help plan team marketing events and maintain marketing materials while keeping a detailed calendar of activities.

Qualifications

• Series 7 and 66 licenses required for CSAs.
• 2–4 years of client service experience in finance.
• Bachelor's degree preferred, in finance.
• Excellent communication and interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist with preparation of reports and materials for client meetings.
• Collect 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.

Skills

Client service experience

Excellent communication

Detail oriented

Microsoft Office Suite

Series 7 and 66 licenses

Education

Bachelor's degree (finance)

Job description

Your role

Are you truly service oriented? Do you know how to take care of people?

Your role

Are you truly service oriented? Do you know how to take care of people?

Were 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

Job Type: Full Time

Job Reference #: 341750BR

City: Jackson

Your team: You’ll be working with a financial Team in Jackson, MS.

Your expertise

• series 7 and 66 licenses (for registered CSAs only)
• ideally 2-4 years of experience in client service, within the finance sector
• [bachelor degree preferred], focusing on finance.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. Thats why we place collaboration at the heart of everything we do. Because together, we0re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it3s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We0re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That0s why collaboration is at the heart of everything we do. Because together, we0re more than ourselves.

We0re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.