Wealth Client Associate: Client Service & Onboarding Expert

UBS; Tucson (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Tucson, AZ is seeking a Registered Client Associate to support advisers by maintaining client records, educating clients on account services, and preparing materials for client meetings.

The role requires Series 7 and 66 licenses, 3–5 years in client service in finance, a bachelor’s degree preferred, and strong communication and detail-oriented skills; proficiency in MS Office is expected.

Qualifications

• Series 7 and 66 licenses are required.
• 3–5 years of client service experience in the finance sector preferred.
• Bachelor degree is preferred.
• Excellent communication and strong interpersonal skills are essential.
• Detail oriented with high accuracy and reliability.
• Proficiency in Microsoft Office Suite is expected.

Responsibilities

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

Excellent communication

Detail oriented

Microsoft Office

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

UBS in Tucson, AZ is seeking a Registered Client Associate to support advisers by maintaining client records, educating clients on account services, and preparing materials for client meetings.

The role requires Series 7 and 66 licenses, 3–5 years in client service in finance, a bachelor’s degree preferred, and strong communication and detail-oriented skills; proficiency in MS Office is expected.