Private Wealth Client Services Specialist

UBS; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in San Diego seeks a Client Associate to support a Private Wealth team. You will keep client records current, educate clients on account services, and prepare materials for meetings, helping open new accounts and service requests.

You’ll also plan team events and maintain marketing collateral while keeping a detailed activity calendar. Candidates should have Series 7/66 licenses preferred, about 5 years in client service within finance, a bachelor’s degree, and strong communication, detail

Qualifications

• Series 7 and 66 licenses preferred.
• ideally 5 years of experience in client service within the finance sector.
• 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/66 license

Client service experience

Bachelor's degree

Communication skills

Detail-oriented

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

UBS in San Diego seeks a Client Associate to support a Private Wealth team. You will keep client records current, educate clients on account services, and prepare materials for meetings, helping open new accounts and service requests.

You’ll also plan team events and maintain marketing collateral while keeping a detailed activity calendar. Candidates should have Series 7/66 licenses preferred, about 5 years in client service within finance, a bachelor’s degree, and strong communication, detail