Financial Client Services Associate | Flexible Work Options

UBS; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in Atlanta, GA is seeking a Registered Client Associate to support a financial team by maintaining client information, educating clients on account services, and preparing materials for client meetings.

Ideal candidates hold Series 7 and 66 licenses, have about 3 years of client service experience in finance, a bachelor's degree, and strong communication and Microsoft Office skills.

Qualifications

• Licenses Series 7 and 66 required for registered CSAs.
• About 3 years of client service experience in finance preferred.
• Bachelor's degree preferred.

Responsibilities

• Keep client information up-to-date in management systems.
• Educate clients on account services and capabilities.
• 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 & 66 licenses

Client service experience

Excellent communicator

Detail oriented

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

UBS in Atlanta, GA is seeking a Registered Client Associate to support a financial team by maintaining client information, educating clients on account services, and preparing materials for client meetings.

Ideal candidates hold Series 7 and 66 licenses, have about 3 years of client service experience in finance, a bachelor's degree, and strong communication and Microsoft Office skills.