Financial Client Services Associate (Series 7/66)

Talentify; Missouri; On-site; USD 55,000 - 75,000; Full time

Job summary

UBS, a leading global wealth manager, is hiring a client service professional in Jackson, MS. The role focuses on maintaining client information systems, educating clients on services, and preparing meeting materials.

Ideal candidates hold Series 7/66 licenses (for CSAs) and have 2–4 years in finance client service, with strong communication and detail orientation. Proficiency in MS Office is required.

Qualifications

• Series 7 and 66 licenses for registered CSAs.
• 2–4 years of client service experience in the finance sector.
• Bachelor degree preferred, focusing on finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented; accuracy matters.
• Proficient in Microsoft Office Suite.

Responsibilities

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

Licensing: Series 7/66

Finance client service

Excellent communicator

Detail oriented

MS Office proficiency

Education

Bachelor's degree preferred (finance)

Tools

Microsoft Office Suite

Job description

UBS, a leading global wealth manager, is hiring a client service professional in Jackson, MS. The role focuses on maintaining client information systems, educating clients on services, and preparing meeting materials.

Ideal candidates hold Series 7/66 licenses (for CSAs) and have 2–4 years in finance client service, with strong communication and detail orientation. Proficiency in MS Office is required.