Wealth Client Associate - Client Service & Events (Philly)

UBS; Philadelphia (Philadelphia County); On-site; USD 55,000 - 90,000; Full time

Job summary

UBS in Philadelphia seeks a Registered Client Associate to support the Long Bernstein team in managing client information and preparing meeting materials. You will educate clients on account services, assist with reports, and organize documentation for new accounts and service requests.

The ideal candidate holds Series 7 and 66 licenses, a bachelor’s degree (preferred), excellent communication, and meticulous attention to detail with strong MS Office skills.

Qualifications

• Series 7 and 66 licenses required or in progress.
• Bachelor’s degree preferred.
• Strong communication and interpersonal skills.
• Detail-oriented with ability to manage client data accurately.
• Proficient in Microsoft Office applications.

Responsibilities

• Keep management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect documentation for opening new accounts and service requests.
• Plan team marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Series 7 license

Series 66 license

Bachelor's degree preferred

Excellent communicator

Detail oriented

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

UBS in Philadelphia seeks a Registered Client Associate to support the Long Bernstein team in managing client information and preparing meeting materials. You will educate clients on account services, assist with reports, and organize documentation for new accounts and service requests.

The ideal candidate holds Series 7 and 66 licenses, a bachelor’s degree (preferred), excellent communication, and meticulous attention to detail with strong MS Office skills.