Private Wealth Client Experience Specialist

UBS; Orlando (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

UBS in Orlando/Winter Park seeks a Client Associate to support private wealth advisors in delivering bespoke client service for sophisticated clients. You will assist with onboarding, documentation, and regulatory compliance while managing multiple tasks in a fast-paced environment.

The role emphasizes attention to detail, discretion, and collaboration with a Private Wealth Team to provide personalized service and maintain strong client relationships across generations and complex accounts.

Qualifications

• Experience in client services within finance or hospitality industries.
• Attention to detail under pressure.
• Discretion and tactfulness in handling information.
• Willingness to obtain FINRA licenses (SIE, Series 7, Series 66) within 6 months.

Responsibilities

• Support client advisors in delivering exceptional client service and experience.
• Interact with high and ultra-high net worth clients including executives and families on daily inquiries and account servicing.
• Assist with account opening, onboarding, due diligence and monitoring activities.
• Prepare documentation for client meetings, travel, investment proposals and similar activities.
• Ensure client accounts comply with legal, regulatory requirements.

Skills

Client service

Detail oriented

Team player

Discretion

FINRA licensing

MS Office

Bachelor's degree

Education

Bachelor Degree preferred

Tools

Microsoft Office Suite

Job description

UBS in Orlando/Winter Park seeks a Client Associate to support private wealth advisors in delivering bespoke client service for sophisticated clients. You will assist with onboarding, documentation, and regulatory compliance while managing multiple tasks in a fast-paced environment.

The role emphasizes attention to detail, discretion, and collaboration with a Private Wealth Team to provide personalized service and maintain strong client relationships across generations and complex accounts.