Part-Time Wealth Management Client Associate

Talentify; Town of Brookfield (WI); On-site; USD 35,000 - 52,000; Part time

Job summary

UBS in Brookfield, WI is seeking a Client Associate to support a Financial Advisor. You will keep client data current, educate clients on account services, and help prepare materials for client meetings.

You’ll collect documentation for new accounts, plan team marketing events, and provide the team with a detailed calendar of activities. Licenses Series 7 and 66, 3–5 years in client service in finance, and strong communication are preferred; a bachelor’s degree is a plus, with proficiency in

Qualifications

• Series 7 and 66 licenses.
• Ideally 3 to 5 years of experience in client service, within the finance sector.
• Bachelor degree preferred.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of 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

Series 7 and 66 licenses

Excellent communicator

Interpersonal skills

Detail oriented

Microsoft Office Suite

Education

Bachelor degree preferred

Tools

Microsoft Office Suite

Job description

UBS in Brookfield, WI is seeking a Client Associate to support a Financial Advisor. You will keep client data current, educate clients on account services, and help prepare materials for client meetings.

You’ll collect documentation for new accounts, plan team marketing events, and provide the team with a detailed calendar of activities. Licenses Series 7 and 66, 3–5 years in client service in finance, and strong communication are preferred; a bachelor’s degree is a plus, with proficiency in