Client Associate

UBS; Mount Pleasant (AR); On-site; USD 52,000 - 75,000; Full time

Job summary

UBS in Mt Pleasant is seeking a Client Associate to support the FA team with client information updates, education on account services, and meeting preparation. You will collect documentation for new accounts and service requests while coordinating team marketing events.

The role emphasizes accuracy, excellent communication, and readiness to obtain Series 7/66 licenses if needed, contributing to a collaborative wealth management environment at UBS.

Qualifications

• Experience in client service, preferably in finance.
• Bachelor degree in Business or Finance preferred.
• Strong communication and interpersonal skills.
• Detail oriented with data accuracy.
• Proficient in MS Office.
• Series 7 and 66 licenses or willingness to obtain.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide team with a detailed calendar of activities.

Skills

Client service experience

Excellent communication

Detail oriented

MS Office proficiency

Finance sector experience

Series 7/66 (or willing)

Education

Bachelor's degree preferred (Business/Finance)

Tools

Microsoft Office Suite

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

343616BR

City

Mt Pleasant

We’re 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

The team

You’ll be working with an FA team in Mount Pleasant.

Your Skills And Experience

• Experience in client service, within the finance sector preferred
• Bachelor degree preferred, focusing on Business or Finance
• Excellent communicator, with solid interpersonal skills
• Detail oriented (Nothing gets past you.)
• Proficient in Microsoft Office Suite
• Series 7 and 66 licenses (Or willing to obtain.)

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. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re 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. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re 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.