Part-Time Client Services Coordinator — Wealth Management

UBS; City of Syracuse (NY); On-site; USD 58,000 - 65,000; Part time

Job summary

UBS is seeking a part-time client service professional at our Syracuse, NY branch to support a Financial Advisor for high-net-worth clients with strong administrative skills.

Responsibilities include keeping client information systems up-to-date, educating clients on account services, preparing reports for meetings, collecting required documentation, and coordinating team marketing events and calendars.

Qualifications

• Licenses Series 7 and 66 preferred but not required at hire.
• 3–5 years of client service experience in finance is ideal.
• College degree with a focus on finance/banking.

Responsibilities

• Keep client information systems up-to-date with client data.
• Educate clients on account services and capabilities.
• Assist in preparing reports and materials for client meetings.
• Collect the required 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

Finance degree

Excellent communication

Detail oriented

Microsoft Office

Education

Finance/Banking degree

Tools

Microsoft Office

Job description

UBS is seeking a part-time client service professional at our Syracuse, NY branch to support a Financial Advisor for high-net-worth clients with strong administrative skills.

Responsibilities include keeping client information systems up-to-date, educating clients on account services, preparing reports for meetings, collecting required documentation, and coordinating team marketing events and calendars.