Client Services Associate – Finance & Wealth Support

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

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.