Client Services Specialist — Wealth Management

Talentify; Norfolk (VA); On-site; AUD 79,000 - 108,000; Full time

Job summary

UBS in Norfolk, Virginia is seeking a Client Associate to keep client information current, educate clients on account services, and assist with reports for client meetings. You will collect documentation for new accounts and service requests, plan team events, and maintain marketing materials while providing a detailed calendar of activities.

The role requires Series 7 and 66 licenses (for CSAs), 1–3 years client service experience in finance, a bachelor’s degree, and strong communication and

Qualifications

• Series 7 and 66 licenses required (for registered CSAs)
• Ideally 1–3 years of client service experience in finance
• Bachelor degree preferred
• Excellent communicator with strong interpersonal skills
• Detail oriented and thorough
• Proficient in Microsoft Office Suite

Responsibilities

• Keep client information in management systems up-to-date
• Educate clients on account services and capabilities
• Assist with 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 the team with a detailed calendar of activities

Skills

Series 7 license

Series 66 license

Client service experience

MS Office proficiency

Education

Bachelor's degree

Job description

UBS in Norfolk, Virginia is seeking a Client Associate to keep client information current, educate clients on account services, and assist with reports for client meetings. You will collect documentation for new accounts and service requests, plan team events, and maintain marketing materials while providing a detailed calendar of activities.

The role requires Series 7 and 66 licenses (for CSAs), 1–3 years client service experience in finance, a bachelor’s degree, and strong communication and