Client Associate

UBS; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in West Palm Beach is seeking a Client Services Associate to support the Global Wealth Management team. You will keep client records current, educate clients on account services, and help prepare client meeting materials.

The role requires Series 7 and 66 for registered CSAs, a bachelor’s degree preferred, and strong communication and detail orientation. Proficiency in Microsoft Office is essential, with the ability to manage documentation and calendar activities.

Qualifications

• Series 7 and 66 licenses are required for registered CSAs.
• Bachelor degree preferred.
• Excellent communicator with strong interpersonal skills.
• Detail oriented with high accuracy.
• Proficiency in Microsoft Office Suite.

Responsibilities

• 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.

Skills

Excellent communicator

Detail oriented

Microsoft Office proficiency

Education

Series 7 & 66 licenses

Bachelor degree preferred

Job description

About this job

Job Reference #

344463BR

City

West Palm Beach

Job Type

Full Time

Key responsibilities

• 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 in the Global Wealth Management team in West Palm Beach.

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• [bachelor degree preferred], focusing on [insert subject]
• 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. 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.

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.

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.