Finance Client Associate – Service & Meetings (Part-Time)

UBS; Boca Raton (FL); On-site; USD 39,000 - 55,000; Part time

Job summary

UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting.

Responsibilities include gathering documentation for new accounts and service requests, coordinating team marketing events, and maintaining activity calendars. The role emphasizes strong communication, detail orientation, and proficiency with Microsoft Office;

Qualifications

• Series 7 and 66 licenses preferred.
• Ideally 5+ years of client service experience in the finance sector.
• Bachelor degree preferred, focusing on Business or Finance.

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

Client service

Licenses Series 7/66

Microsoft Office

Education

Bachelor’s degree in Business or Finance

Tools

Microsoft Office Suite

Job description

UBS in Boca Raton is seeking a part-time Client Associate to support client service on a dedicated FA team. You will keep client information current, educate clients on account services, and assist with meeting materials and reporting.

Responsibilities include gathering documentation for new accounts and service requests, coordinating team marketing events, and maintaining activity calendars. The role emphasizes strong communication, detail orientation, and proficiency with Microsoft Office;