Client Service Associate

UBS; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Job summary

A leading financial services firm seeks candidates with Series 7 and 66 licenses for a client service role. Ideal candidates will have 2-5 years of experience, a bachelor’s degree, and excellent interpersonal skills. This position involves client interaction, requiring attention to detail and proficiency in Microsoft Office Suite.

Qualifications

• 2-5 years experience in client service, preferably in finance.
• Excellent communicator with solid interpersonal skills.
• Detail-oriented with a creative problem-solving mindset.

Skills

Interpersonal skills

Communication

Detail oriented

Creative problem solving

Interest in social media

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

PowerPoint

Job description

• series 7 and 66 licenses required
• ideally 2-5 years of experience in client service, within the finance sector
• prefer to have experience and interest in social media, marketing and branding
• bachelor's degree or equivalent
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• creative and problem solver
• proficient in Microsoft Office Suite, PowerPoint

About the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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