Private Wealth Client Associate — Service & Relationships

UBS; Newport Beach (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports.

Strong MS Office skills and a Servant attitude toward client service are essential; Series 7 and 66 licenses are preferred, and a bachelor degree is welcomed. Join UBS to grow within a collaborative, diverse global wealth manager that values clients and teamwork, with clear

Qualifications

• 5+ years of client service experience in finance.
• Licenses: Series 7 and Series 66.
• Bachelor degree preferred.

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 license

Series 66 license

Client service 5y

Excellent communicator

Detail oriented

MS Office

Education

Bachelor degree

Job description

UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports.

Strong MS Office skills and a Servant attitude toward client service are essential; Series 7 and 66 licenses are preferred, and a bachelor degree is welcomed. Join UBS to grow within a collaborative, diverse global wealth manager that values clients and teamwork, with clear