Wealth Client Associate - Service & Accounts Coordinator

UBS; New Haven (CT); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation.

The ideal candidate will hold Series 7 and 66 licenses (for registered CSAs), have 1 year of client-service experience in finance, and be proficient in MS Office. Strong communication and attention to detail are essential to success.

Qualifications

• Series 7 and 66 licenses required for registered CSAs.
• Typically one year of client-service experience in finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented; nothing gets past you.
• Proficient in Microsoft Office Suite.

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

Series 66

Client service

Interpersonal skills

Attention to detail

Tools

MS Office

Job description

UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation.

The ideal candidate will hold Series 7 and 66 licenses (for registered CSAs), have 1 year of client-service experience in finance, and be proficient in MS Office. Strong communication and attention to detail are essential to success.