Client Service Associate

Talentify; Fort Lauderdale (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Fort Lauderdale (Las Olas Branch) seeks a Client Service Associate to support the Global Wealth Management team. You will help educate clients on services, keep client data updated, and assist in preparing materials for client meetings.

The role requires strong communication, attention to detail, and proficiency with Microsoft Office. The team emphasizes service orientation and collaboration while supporting a growing client base in a global wealth management environment.

Qualifications

• Series 7 and 66 licenses required for registered CSAs
• Bachelor degree preferred
• Excellent communicator with solid 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
• 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

Series 7 & 66 licenses

Bachelor's degree

Excellent communication

Detail oriented

Microsoft Office Suite

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

About this job

Job Reference #

343184BR

Job Type

Full Time

Key responsibilities

• Are you truly service oriented? Do you know how to take care of people?
• 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 Fort Lauderdale team in the Las Olas Branch. This benefits our Global Wealth Management team. As a Client Service Associate, you’ll play an important role in [benefit or gain or mandate

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• bachelor degree preferred
• 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.

How we hire

We may request you to complete one or more assessments during the application process.

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.

UBS's other jobs that have a page here. Each page says open or closed for itself.

Madison, 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., US