Private Wealth Client Associate: Service & Support

UBS; Sarasota (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS in Sarasota, FL is seeking a Registered Client Associate to support Private Wealth Management teams with client service and operations. You’ll keep client data up-to-date, assist in preparing client meeting materials, and help educate clients on account services.

You will collect documentation for new accounts, plan team marketing events, and maintain a detailed calendar of activities, leveraging strong communication and MS Office skills to support the team.

Qualifications

• Series 7 and 66 licenses required or in progress.
• 3+ years of experience in client service within finance.
• Bachelor degree preferred, focus on business/finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented and accurate in handling information.
• Proficient in Microsoft Office Suite.

Responsibilities

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

Series 66 license

Client service experience

Communication skills

Detail oriented

MS Office

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Sarasota, FL is seeking a Registered Client Associate to support Private Wealth Management teams with client service and operations. You’ll keep client data up-to-date, assist in preparing client meeting materials, and help educate clients on account services.

You will collect documentation for new accounts, plan team marketing events, and maintain a detailed calendar of activities, leveraging strong communication and MS Office skills to support the team.