Client Services Associate for Financial Advisors

UBS; Red Bank (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS is seeking a Registered Client Associate in Red Bank, NJ to support Financial Advisors by keeping client records up-to-date, educating clients on account services, and preparing materials for meetings.

The role requires Series 7 and 66 licenses, 3–5 years of client service in finance, a finance-focused bachelor’s degree, strong communication, attention to detail, MS Office proficiency, and Spanish is a plus. Join a global wealth manager.

Qualifications

• Active Series 7 and 66 licenses required or in progress.
• 3–5 years of client service experience within finance.
• Bachelor’s degree in Finance preferred or related field.
• Strong communication and interpersonal skills with attention to detail.
• Spanish language skills a plus.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect 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 license

Series 66 license

Client service experience

Excellent communicator

Detail oriented

Spanish language

Education

Bachelor's degree in Finance

Tools

Microsoft Office Suite

Job description

UBS is seeking a Registered Client Associate in Red Bank, NJ to support Financial Advisors by keeping client records up-to-date, educating clients on account services, and preparing materials for meetings.

The role requires Series 7 and 66 licenses, 3–5 years of client service in finance, a finance-focused bachelor’s degree, strong communication, attention to detail, MS Office proficiency, and Spanish is a plus. Join a global wealth manager.